Accelex unveils Portfolio Analytics & Reporting Platform for alt investors

By Gloria Methri

Accelex, a SaaS platform specializing in alternative investment data acquisition, is launching its next-generation portfolio analytics and reporting platform for institutional investors and asset servicers. The move is in response to growing client demand for a solution that delivers insights from data extracted via periodic fund performance reports and statements.

According to Accelex, private markets investment professionals are currently facing significant challenges in accessing and visualizing detailed transparency data from their investment fund portfolios. This results in firms deploying expensive resources on manually surfacing and analysing data rather than focusing their expertise on delivering improved investment and risk decisions.

Accelex’s solution offers robust features that allow investors and asset servicers to analyze portfolio drivers across their entire investment network, including underlying asset operating performance. The solution also provides an audit trail that links all data to its location within the source document, exposure analysis to identify concentration risks or deviation from allocation policies.

“Our portfolio analytics and reporting platform delivers a single source of validated data that provides rapid answers to the questions that matter most to institutional investors,” said Nicole Weder, Chief Product Officer at Accelex. “With our new solution, institutional investors can instantaneously explore a golden source of investment insights within any category and at any level, enabling them to understand their exposures and analyze a full time series of portfolio performance.”

Portfolio analytics is part of Accelex’s integrated, end-to-end alternative investment data solution, which allows investors and service providers to automate the acquisition, extraction, and analysis of data on their fund portfolios. The analytics dashboards are available via an online portal and data can also be fed directly into any middle- and front-office software solution.