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Research Teams

Comprehensive Data for Better Insights

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Scan the Investable Universe

With Vidrio, you can manage, scan, sort, and filter your fund information by the qualitative or quantitative criteria of your choice and easily make decisions and report on these data findings. Information from multiple external commercial databases such as HFR and Morningstar can be seamlessly combined with self-loaded manager return and qualitative profiles in order to create a comprehensive research universe. After assembling groups of managers to monitor, you can compare them against benchmarks, peers, and portfolios spanning hundreds of quantitative metrics.

Build a Complete Manager Profile

Effectively combine your qualitative and quantitative information to oversee the entirety of your portfolio.

Store the following qualitative information:
  • Documents
  • Meeting and call notes
  • Manager biographies
  • Background checks
  • Analyst assessments
  • Fund terms
Store the following quantitative information:
  • Performance history
  • Returns analysis
  • Risk
  • Exposure
  • AUM history
 

Integrated Relationship Management Software (RMS)

As an integrated tool, the RMS (or investment CRM) is embedded throughout Vidrio rather than a standalone product. With just one click, the software allows you to add manager notes, store documents, and add further information to manager profiles. This software is designed to streamline your processes and organize your information in a central location, so it also has the capability to integrate information from Vidrio with external databases and information collected by clients.

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Collaboration and Compliance

As an enterprise solution, we know your systems work best when everyone has the ability to use the tools they need—not more, not less. This is why we provide configurable permission-based access to a single data pool and help manage your research and due diligence process, including workflow monitoring and visualization tools. The transparency of our software ensures every member of your team has access to the right data to work efficiently and minimize inconsistencies and duplication. 

 

Find the Latest Information 

The Vidrio platform is constantly being updated to add and enhance functionalities. View our online resources for the latest videos, white papers, and additional information.

 

Explore Our Resources

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