Finance Forward with
IVP Products

Investment firms leverage IVP software to extract more value from their investment operations at a lower cost. Spanning the front, middle, and back office, these best-of-breed platforms are designed with your firm’s future in mind. They evolve with the latest innovations. They’re easy to use, configure, and scale. They provide world-class performance, modular capabilities, and flexibility on the fly with low code/no code solutions built right in.

And our entire software portfolio is informed by our real-world experience and unparalleled knowledge of the alternatives / investment industry.

How our clients benefit

Our clients are always looking to improve performance and gain a competitive edge

They need a partner that:

Knows their operating model

Lowers total costs

Fosters sharper insights

Improves control

Frees up resources

Improves productivity

Future-proofs operations

Anticipates challenges & risks

Delivers practical, best-in-class solutions

Enables flexibility

SOLUTIONS

Delivering Value Across The Enterprise

Front Office

Enterprise Data Management

A next-generation, cloud-ready platform that can transport, process, transform, govern, catalog, and deliver data to and from any destination.

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Security & Reference Master

A master data management (MDM) solution that excels at reducing operational risk. A highly configurable core and intuitive data modeling work together to handle common tasks more efficiently & reduce turnaround time for complex asset classes.

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Data Warehouse

Our flagship data warehouse solution makes it easy to collate, cleanse, enrich, and manage enterprise data from internal systems, fund administrators, brokers, counterparties, and third-party systems.

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Portfolio Solution

Our next-generation, Amazon Web Services-hosted portfolio management platform that provides a wide array of key modules and is “intelligent insights” enabled to help funds coach investment teams on their blind spots.

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Decision Science

Our advanced Decision Science generates impactful visualizations and better organizes and leverages your data in order to generate greater insight into P&L attribution, investment risk and portfolio performance.

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Order Management System

This flexible, future-proof and fully configurable OMS natively supports any asset class. Designed for scalability and self-service, it features built-in workflows for trade capture and booking, and automated connectivity to upstream and downstream systems.

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Middle / back Office

Reconciliation Solution

AI and machine learning increase efficiency, accuracy, and flexibility. Features include “any-to-any” reconciliations and an ultra-fast engine that processes millions of transactions in minutes, all in a cloud-based solution that can go live in one day.

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Regulatory Reporting

Maximize reporting efficiency with automation that reduces costs and filing time. This solution handles periodic filings and manages threshold breach disclosures, and integrates seamlessly with accounting, risk, and warehousing systems as well as fund administrators.

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Treasury Management

A comprehensive solution that empowers alternatives funds and traditional asset managers to track, control, and optimize collateral, cash, and margin management. It offers a unique combination of best-in-class analytics and data management.

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Pricing and Valuation Automation Solution

Pricing and Valuation Automation Solution is connected to all of the leading pricing data vendors and brokers. It provides a flexible and configurable pricing engine that caters to the needs of any type of pricing process.

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Cash Management Solution

A customizable solution for processing payments and monitoring balances, all via STP. Counterparty data is validated and made instantly available. This solution centralizes balances for unified risk control and regulatory compliance with full transparency & multi-level access control.

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Expense Allocation Solution

Helps asset managers improve accuracy and efficiency for expense allocations. Reduces the risk of errors and ensures full compliance. Processes most allocations quickly and keeps a detailed audit trail for total transparency.

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Nav Solution

Remediate NAV anomalies and bring efficiency to the shadow NAV process. This solution automates key controls & provides full traceability to specific NAV components. Our workflow-driven NAV determination process reduces administrative burden & lowers operating costs.

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Alt Data Analyzer

Identify, extract, aggregate, and analyze alternative data sets from alternative data sources. Alt Data Analyzer helps generate alpha by predicting market/sector movements, identifying and exploiting mispricing opportunities, and supporting idea generation.

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ESG Management

IVP ESG platform helps asset managers plan and implement a complete framework for ESG investing. It helps manage ESG data effectively, align with global mandates, and streamline disclosures.

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IVP Products

IVP Products

Investment firms leverage IVP software to extract more value
from their investment operations at a lower cost.

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We Partner With The Best
By The Numbers

3.6 $TN+

AUM managed using
IVP technology

1.5 $TN+

AUM reported through RAPTOR Reg Reporting Platform

400+

Strategy & Bespoke
projects delivered

160

Fund managers using
IVP Solutions

80+

Fund managers using IVP “Digital-First” Managed Services

35%

Global Hedge fund AUM running through IVP products

Data Management As A Service

Data Management As A Service

IVP Data Management as a Service leverages our Master Data Management Suite,
a comprehensive framework for managing data on the buy-side.
This suite includes IVP Security and Reference Master for acquisition,
IVP Enterprise Data Management for data workflow, IVP Data Warehouse for
operational data storage, and IVP Decision Science for analytics.

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IVP Explorer

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.

Asset Management
CLO Managers
Credit Managers
Family Offices
Fund of Funds
Infrastructure Funds
Long Biased Funds
Long Short Funds
Private Debt Managers
Private Equity
Real Estate Funds
Special Situations
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.

Blogs

Expert commentary and industry POV in real time

WhitePapers

Thoughtful perspectives on key trends and issues

Case Studies

Advanced solutions benefiting our clients

Webinars

Leveraging Machine Learning & Artificial Intelligence

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Talk to an IVP Expert

Schedule a call with an IVP expert. Our knowledge doesn’t just skim the surface, it runs deep, enabling us to help you leverage technology to the fullest for even the most specialized investment strategies.

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