As the first Technology Enabled Service designed specifically for allocators, we work closely with you as a technology partner and extension of your staff to meet your objectives. Our platform’s unique combination of technology and human expertise helps transform disparate and complex information into meaningful data providing you enhanced business insight and control.

All in One Fund Management Solution

Get a top-down view of all portfolios, functions, and operations being performed across your entire organization, including status of your fund reviews, potential process roadblocks, and assignments across team members. Further, our highly flexible data export tools allow any information to be easily exported to Excel or organized into pre-configured reports. With Vidrio, you can focus resources on the smart work and leave the heavy lifting of data collection, enrichment and organization to us.

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Client Acquisition and Retention

Our valuable Investor Portal enables you to easily provide insights into your portfolios, research, reports, and other important information to clients and partners.

Investor Portal Includes
  • A secure web-based interface
  • Customized branding & investment detail
  • Strict permission-setting for individual views
  • Reporting for marketing and investor relations
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Risk Mitigation

Reduce your operational risk with all information housed in a single data pool within a configurable UI.

Exposure transparency gives allocators visibility into where managers are directing assets to ensure alignment of expectations and minimize risk. In addition, compliance and workflow tools built into the software provide a streamlined approach to your operations to strength oversight while minimizing compliance costs.

Ready to find out more? Contact us today to arrange a demo.

GET IN TOUCH

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Vidrio Financial is the first Technology Enabled Service for allocators — providing software and data services to institutional investors globally. Vidrio’s data aggregation and analytics help solve complex fund management problems, improve operational efficiency and reduce risk for multi-asset-class portfolio investors. Our clients are the world’s premier allocators to external managers.

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CONTACT US

+1 (212) 798-6150
488 Madison Avenue
Suite #910
New York, NY 10022

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