Apex manager data and analytics portal

Consider the positive effect on your team's productivity with a powerful tool that gathers and conforms data from various sources such as fund accounting, corporate accounting, customer relationship management (“CRM”), and portfolio monitoring / asset management platforms. 

• Data aggregation and conformation 
  Source, aggregate, and conform data from multiple sources, including other third-party service providers, CRM platforms, and front-office tools
• Investor, fund, and asset level reporting   
  Structure data and documents across fund, asset, and investor levels, or combine them into single dashboards or reports 
• Multi-currency   
  Multi-currency support, including currency translation  
• Custom dashboards   
  No-code dashboards with wide variety of widgets including charts, tables, maps, and media  
• Document management and attribution   
  Integrated document management including custom document profiles. Link documents to funds, assets, and investors  
• Paginated reporting   
  Integrated Power BI or SQL Server Reporting Services paginated reporting directly from the data repository or other data sources  
• Permission and access management   
  Sophisticated and granular access and permission management to accommodate complex team structures, confidentiality needs, and independence requirements

• Rapid access to data   
  Provide users with rapid access to respond to investor and internal queries by combining data, documents, dashboards, and search in a single location  
• Single source for operations, finance, investor relations, and investment teams  
  Present data and documents for assets, funds or investors on a single page from multiple sources such as fund accounting, portfolio monitoring, and sources
• Portfolio view with look through  
  Aggregate data across strategies to create a portfolio view while developing strategy or asset-specific dashboards with further detail and analytics 
• Investor reporting   
  Digital investor report production with interactive dashboards feeding paginated reporting  
• Investor portal  
  An integrated investor portal allows for effortless publishing of reports, dashboards, and documents to investors, providing tailored views and dynamic analytics 
• Oversight   
  Monitor portfolios, service provider data, and deliverables in a single platform