Finance Forward WithIVP Solutions for Family Offices
Family offices thrive on portfolios that include an eclectic mix of assets and deliver reliable returns over longer than average investing horizons. IVP solutions enable family offices to carefully balance portfolio construction with risk tolerance. Our software platforms provide the accurate look-through required to understand exposures and identify opportunities for reallocation, as well as consolidated reporting that improves consistency of analysis across managers.
For more than two decades, IVP has been driving finance forward with best-of-breed technology, services, and solutions that enable our buy-side clients to evolve, transform, and grow. Explore our comprehensive offering below or schedule a call with one of our experts.
How our clients benefit
Our clients are always looking to improve performance and gain a competitive edge
They need a partner who:
challenges & risks
Key Features and Benefits for
Long-Term Portfolio Focus
That balances portfolio construction with risk tolerance and risk look through
Required to understand exposures and identify opportunities for reallocation
That improves consistency of analysis across managers
Broad Asset Mix
Across traditional and alternatives – including real estate, PE, equities, NFTs, Crypto
For family offices and designed to manage true permanent capital for the long term
Finding The Right Solutions
IVP’s offering has the breadth found at the largest global, multi-line technology providers combined with the specialized knowledge, innovation, and service found at leading boutiques.
Resources For Growing Your Firm
IVP’s FinanceForward Thinking
Discover the latest trends, find out how your peers are accelerating their digital transformations, get updates on evolving products, and more.