Asset Managers

 

Your Complete Multi-Functional Asset Management System

Vidrio is a leader in providing global asset managers, private banks, and insurance companies, the software and services they need to better manage their business. With Vidrio’s integrated service and technology, you increase operational efficiency while saving on the total cost of ownership. 

Our asset management system is the only software solution for your entire business, equipping you with one centralized data repository to facilitate seamless information sharing between teams. Our advanced data collection services and depth of functionality are optimized for asset management and created for user configuration. Need assistance? Our full-service team is available to you, ensuring Vidrio delivers the best of both human expertise and technology.



“What immediately grabbed me was the unique centralized visualization across various aspects.”

— VIDRIO CLIENT
 

Improve Your Operations

Keep portfolios reconciled and aligned, streamline your workflows, and catch human errors. Vidrio automates your processes in one centralized system and safeguards you against failed audits.

 

Explore Operational Capabilities

 

Manage Your Risk

Vidrio provides investors with a holistic risk approach to enable better-informed decisions. Vidrio combines position-based risk and statistical metrics with a broad range of other metrics, including operational, liquidity, exposure, and compliance considerations. Unlike narrow quantitative only risk services, Vidrio offers full, interconnected visibility across quantitative and qualitative data.

 

Explore Risk Management Tools

 


 

Provide Your Clients a Portal

In today’s competitive market, it’s imperative to maintain good relations with investors. Thankfully, Vidrio offers an innovative Client Portal that allows allocators to deliver information and Vidrio functionality to their clients and stakeholders.

The Client Portal is a secure web interface with your branding, messaging, and investor work that you can deliver directly to your clients. It uses the same powerful technology as Vidrio’s portfolio management platform. However, you can apply strict permission levels so that clients see only the information that you assign to them.

Allocators can operate multiple versions of the Client Portal for differently permissioned groups. For example, a client with a managed account may have access to portfolio backtesting and research functions; whereas a prospective client may only have access to your monthly newsletter and commentary. The Vidrio Client Portal allows you to provide your clients with the access and information they need while enabling you to see who is accessing and consuming portfolio information.

executive-investor-portal

 

Learn More

135 West 50th street
18th Floor - Suite B
New York, NY 10020