Capital Markets & Investment › Investment Management › Portfolio Management System (PMS)

Vidrio Financial

Multi-asset portfolio management and reconciliation platform built for institutional allocators.

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Overview

Vidrio Financial provides a multi-asset portfolio management and reconciliation platform for institutional allocators. It helps allocators aggregate, monitor and reconcile exposures across managers and asset classes.

The platform is aimed at investors who allocate capital to external managers and need a consolidated view of holdings, performance and data quality across their portfolios.

Key Features

+ Multi-asset portfolio management for allocators
+ Exposure aggregation across managers
+ Data reconciliation and validation
+ Performance monitoring
+ Consolidated holdings reporting
+ Institutional allocator workflows

Integrations

Open APICustodiansFund administrators

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