Institutional Asset Owner

Services for Institutional Investors

Free up your team’s time and resources with Visual Alpha’s cloud-based asset data management service.

Let us do the time-consuming data processing.

Lower risk and discover opportunities within your assets.

Peace of mind is just a click away on Visual Alpha’s dashboard.

Portfolio Monitoring with Visual Alpha

Seamless Data Aggregation

We do the heavy-lifting of data aggregation. Data sources from asset managers, custodians and record keepers come together automatically saving you time, reducing errors and giving you the tools to make informative decisions.

Dashboard

Excel

API

We do the heavy-lifting of data aggregation. Data sources from asset managers, custodians and record keepers come together automatically saving you time, reducing errors and giving you the tools to make informative decisions.

Changes with the introduction of Visual Alpha

Before

After

Manual data entries into Excel.
Wasting time writing reports.

Data is imported directly by Asset Managers.
Aggregation and analysis is automatic.

Missing data to properly assess your private asset performance.

Necessary data items such as cumulative paid-in amount, cumulative distribution amount, market value, IRR, realized multiple, etc. can be checked.

Hard to change and add new asset classifications.

Easily add and adjust multi-level classifications for all of your assets

See what our users have to say

We are pleased to present feedback from our institutional users. See easy it is for them to use Visual Alpha’s portfolio monitoring system.

(Video in Japanese)

We hope you will find these comments as useful hints for how to use Visual Alpha with your investment management companies to achieve strong assets for the future.

Book a demo and learn how Visual Alpha can help

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