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Portfolio Solution

Portfolio Solution is Indus Valley Partners’ cloud-based portfolio management and portfolio analytics software. It seamlessly integrates the systems, data and analytics that investment teams need to generate alpha, manage risk and exposures, track performance, enhance investor relations and more.
Portfolio Solution solves several operating challenges with functionality not always found in other platforms. This includes the ability to configure different views for different strategies, keep pace with regulations using a built-in compliance module, generate peer comparison with 13F integration, and perform enhanced analytics.
IVP’s platform offers a comprehensive suite of tools that go beyond traditional portfolio analytics software, allowing you to adapt to market changes swiftly and make data-driven decisions with confidence. From customizable dashboards to advanced compliance modules, we provide a holistic solution that caters to your specific investment strategies and regulatory needs. Request your demo today.

Key features

Portfolio Solution Key Features

Enhanced Analytics

Generate scorecards with the right measures for different strategies, show attribution for alpha generation, and aggregate data from
multiple sources.

Sophisticated Compliance

Gain transparency into compliance rules, manage exceptions and breaches with complete audit trails, and easily configure custom rules.

Peer Comparison/ Crowdedness Analysis

Pull 13f data for peer comparison and understand what competitors own for sharper strategic decision-making.

Investor Reporting

Generate IR reports and send them to investors, and perform fee analysis and other analytics on investor data.

Broad Integration

Seamlessly integrate with other systems/modules for holistic analytics. Source data from treasury platforms for financing impact analysis or feed data to regulatory reporting platforms for filings. The platform integrates with leading admins, PBs, custodians, and brokers.

Advanced Security

Each client has their own unique key and all data is encrypted at rest.

What’s Possible with Portfolio Solution

P&L Analytics

Treasury

Real Time P&L

Performance Analysis

Operations/Data Integrity

Risk Measures

Cloud-hosted Security Master

Get a 3-Dimensional View of Your Portfolio

Get a 3-Dimensional View of Your Portfolio
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
By The Numbers

4.2 $TN+

AUM managed using
IVP technology

1.6 $TN+

AUM reported through Regulatory Reporting Platform

500+

Strategy & Bespoke
projects delivered

160+

Fund managers using
IVP Solutions

95+

Fund managers using IVP “Digital-First” Managed Services

35%

Global Hedge fund AUM running through IVP products

Delivering Specialized Solutions Across Industry

Enterprise Data Management

A next-generation, cloud-ready master data management platform that processes, transforms, governs, catalogs, and delivers data to and from any destination.

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Data Warehouse

Our cloud data warehouse solution makes it easy to collate, cleanse, enrich, and manage enterprise data from internal systems, fund admins, brokers, and third-party systems for performance reporting, analytics, and more.

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Security and Reference Master

A reference data management solution with a highly configurable core and intuitive data modeling that combine to create an accurate reference master more efficiently.

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Decision Science

This portfolio analytics platform delivers impactful visualizations that help generate insights into P&L attribution, investment risk, and performance, creating front-office narratives backed by verifiable detail.

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Data Management as a Service

Data Management as a Service

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

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

Webinar

MASTERING SECURITY AND REFERENCE DATASETS

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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.