As an Institution
Empower the vision of your future
Have everything covered, analysed and reported exactly as your organisation requires.
Include all your assets: Infrastructures, direct investments, SPVs, LPs and listed instruments of any kind. Enact your mission by encompassing guidelines and forecasted capital deployments.
Be reassured that each department can easily have their own fully customised dashboards and reports on their specific area.
As a Multi Family Office
EXCEED YOUR MULTI-FACETS CHALLENGES
Consolidate all your custodians across all your clients and include any other data sources.
Cover all your Client's investments, on all asset classes, including illiquid ones.
Combine accounts and portfolios to match each Client specific situation.
Delight your Families and High Net Worth Individuals with customised reports and dashboards.
As a Family Office
It's never been so easy to consolidate, analyse and report on all your family assets
Mirror the unique investments' structure and ownerships of the Family and its members.
Consolidate all Asset Classes: Real Estate, Private Equity, Funds, listed investments and art or other collectibles.
Choose how you want to communicate with each generation and member of the Family with specific dashboards and reports.
As an Asset Manager
Stand out in a highly competitve market
Shine at tracking, analysing and reporting on your own Funds and Clients Managed Accounts.
Efficiently prepare investment proposals for your Clients and Prospects.
Enjoy and share beautifully designed reports, factsheets and dashboards for each category of your Investors.
How we bring you on board
TELL US WHAT YOU WANT
What dashboards and reports for each of your users, including internal and external stakeholders, clients and third parties.
How you organise your portfolios, combine or slice them, and which standard or proprietary metrics you use.
Which data is required and where it is located. Custodians, prime brokers or systems in your organisation (back office, Risk, ERP, etc.).
INTEGRATING YOUR DATA
BRINGING YOUR PORTFOLIOS AND ANALYTICS ALIVE
We configure and compute all your portfolios, aggregated portfolios, carve-outs and any other grouping levels of your investments and check them inside out.
Then, it's Widget time. From our 400+ ready out of the box library of widgets, we pick up those required for your reporting needs and adapt them or create new ones if necessary.
POLISHING YOUR DASHBOARDS AND REPORTS
YOU HAVE GOT IT & IT'S ALL YOURS
What they say
We've been working with Cogendi for 12 years now and the flexibility of their solution allows us to match our specific reporting requirements across all asset classes. That helps us considerably.
Head of Risk
Public Institution, Middle East
Our experience with Cogendi confirms all we said at the outset. They understand the challenge and have the experience to do it. It feels like an open on-going conversation...
Chief Operating Officer
Institutional sized Family Office, London
Cogendi Analytics is an extremely flexible system that has been tailored to suit our firm's unique and varied reporting needs. The team are very efficient and is a pleasure to deal with throughout.
Asset Management Company, London