Manage Multiple Portfolios in One Location
See the funds you’re managing, what they’re worth, and what actions you can take all in a single platform. Valuations are updated daily based on underlying fund performance, FX rates, and allocation changes. Vidrio enables you to customize the information you see about your holdings. Portfolio planning and simulation allows you to see forecast cashflows. Monthly reconciliation and crystallization services can be tailored to client requirements, including detailed shadow accounting to ensure complete system reliability.