Cogendi analytics studio
Say it. See it. Share it.
Say it
Express it
in plain language
See it
Instantly as a live widget
or as the outcome of the agent
Share it
In a report, a slide, a dashboard
or integrated in a workflow
Reporting
Your analytics, straight
into PowerPoint.
into PowerPoint.
Build reports effortlessly with what you are using already.
Design your report once. Updatable any time.
Design your report once. Updatable any time.
Your dashboard
PowerPoint
File
Insert
View
Select, don't rebuild
Pick any widget from your dashboards or your library. It lands in PowerPoint exactly as it appears in your portal.
Always up-to-date
Refresh the entire report in one click: every widget and every figure for any period on any slide — nothing to redo.
Bespoke and Consistent
Use and combine your widgets the way you want, being sure of the consistency of the calculations and layouts accross dashboards and reports.
Client reporting
Communicate what matters
for Every client.
for Every client.
The same analytics, tailored to every client and every audience.
One template per report type — refreshed across all your Clients whenever you need it.
One template per report type — refreshed across all your Clients whenever you need it.
File
Insert
View
A different report for every client
Adapt the narrative, the depth and the focus for each portfolio — from a high-level board summary to a detailed risk breakdown.
Reports for every client, all at once
Generate and update reports across all your portfolios at once — without duplication, without manual intervention.
Always accurate, always consistent
Every figure comes from the same source. No copy-paste errors, no version mismatches — ever.
Live monitoring
From insight to live dashboard, instantly.
The same analytics that power your reports are always on — in real time,
for every user group, with the right branding and portfolio context applied automatically.
for every user group, with the right branding and portfolio context applied automatically.
01
Pick a layout
Start from a template
or a blank canvas.
or a blank canvas.
Ready-made layouts — landing pages, multi-column, multi-row, with or without a predefined background. Or start from scratch.
Custom layouts are available for any structure you need.
02
Add your widgets
Any widget.
Any combination.
Any combination.
Populate your layout with any selection of analytics widgets — performance, positions, risk, benchmarking, breakdowns.
Every widget connects directly to the analytics engine. The choice is entirely yours.
03
Publish
The right dashboard,
for the right audience.
for the right audience.
Assign the dashboard to any user group — internal teams, external clients, or both. It appears instantly in their portal with the correct branding, permissions and portfolio context.
Architecture
Modular by design.
Integrated by choice.
Integrated by choice.
Three coherent layers — workspace, analytics engine, and data foundation — that work as a complete stack or connect seamlessly to your existing environment.
1
Investment workspace
Where analytics become action.
Build, compute, analyse and communicate — through dashboards, reports, AI-powered widgets and automated agents.
Analyse & compute
Analyse
Create
Edit
Compute
Deliver
Widgets
Dashboards
Reports
Automate
Agents
Cogendi studio
2
Engineering & Analytics
The calculation engine behind every output.
Portfolio engineering, multi-asset valuation, performance attribution, risk modelling, scenario analysis — and automated data ingestion.
Multi-asset, any structure
Full coverage across liquid, illiquid, direct, fund and bespoke holdings. Aggregations, carve-outs and tailored portfolio views for any hierarchy.
Calculations, your way
Valuations, P&L, TWR, MWR, attributions, contributions, VaR, regression and specialised analytics — consistently computed for any grouping.
Forward-looking, always current
Scenario analysis, forecasting and planning — fed automatically from custodians, prime brokers and data providers.
3
Source of truth
Your data foundation, your choice.
Run on Cogendi PMS for a fully integrated stack — or connect to your existing data foundation.
All-in-one
Run on Cogendi PMS
Fully integrated — portfolio data, calculations, analytics and delivery work as one coherent stack, covering all asset classes.
or
Plug-in
Connect your existing PMS
Keep your current data foundation and plug the full analytics architecture on top — without migration, without disruption.
25 years of deployment experience. We know how complex multi-assets investors environments work — and how to work with them.
What they say
Trusted by sophisticated investors.
Flexible enough to match highly specific requirements across asset classes, portfolios, and reporting contexts.
"
We have worked with Cogendi for more than a decade, and the flexibility of the solution helps us match very specific reporting requirements across asset classes.
"
Cogendi delivered what was promised from the outset. The team understands the challenge, brings the right experience, and works with us in a genuinely ongoing dialogue.
"
Cogendi Analytics is extremely flexible and has been tailored to our firm's varied reporting needs. The team is efficient and consistently a pleasure to work with.
"
Cogendi has significantly enhanced our reporting capabilities by providing a robust and scalable solution, while consistently offering responsive and efficient support. Our data infrastructure integrates seamlessly with their platform, saving valuable time and improving the quality of our client deliverables.
About Cogendi
Built for long-term partnerships.
A specialist platform shaped over many years of working with sophisticated investors, complex portfolios, and highly specific reporting expectations. Not a generic SaaS — a solution built case by case, client by client.
25
years
in activity serving global investors
24
years
longest client partnership, Switzerland
21
years
serving Middle East clients
Get in touch
Let's discuss your analytics setup.
Tell us about your current workflows, your portfolios, and the kind of analytics environment you want to give your teams and clients. We'll take it from there.
Get in touch
- +33 (0)1 41 91 75 75
Main office
- 44, rue Jean Mermoz
- 78600 – Maisons-Laffitte
- France
© 2026 Cogendi Analytics. All rights reserved.