Spot Portfolio Risks and Opportunities with Ease

Switch from time-consuming spreadsheets to smarter portfolio monitoring and reporting tools for Institutional Asset Owners and Investment Consultants

Transform Client Reporting Efficiency

Enable sales team and reporting team of Asset Manager and Financial Institution to create large number of customized materials in a matter of seconds

Streamline Fund Operation

Manage fund related data at one place, such as transactions, contributions, distributions, prices and FX rates. Automate daily and monthly calculation of performances and cash balances. Process data from GP automatically for alternative fund of funds.

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Efficiency improvement

Asset managers

Investment mandates

     

Some of Our Clients

Asset Owners

Kewpie Corporate Pension Fund

Benesse Group Pension Fund

Consultants

Mercer Japan Ltd.

Nomura Fiduciary Research & Consulting Co., Ltd.

Asset Managers

HC Asset Management Co., Ltd.

Ark Totan Alternative Co., Ltd.

What our clients are saying

Visual Alpha enabled automatic investment data aggregation for our pension fund. We have achieved much better efficiency in portfolio monitoring and internal reporting due to less Excel work. As for private asset monitoring, we have almost eliminated all manual data work. Visual Alpha enables tracking of not only individual funds but also the whole asset class by aggregating data from custodies and fund managers. From now on, we would like to make further efforts to improve our efficiency by utilizing the services of Visual Alpha.

Benesse Group Pension Fund

Product

Portfolio Monitoring

Provides institutional asset owners with an easy-to-use yet sophisticated portfolio reporting data monitoring tool on the cloud to help with better decision making.

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Content Automation

Automate the creation of sales materials, management reports, investment reports and other templated documents in both offline printing-ready format and mobile-ready responsive web interface.

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Performance Calculation

Manage all transactional and market data at one place, and automate daily and monthly performance calculation for Fund-of-Funds and Hedge Funds.

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Unstructured Data Processing

Utilizing cutting-edge machine learning technology, we revolutionize unstructured investment data processing. From private market investments to mutual funds, our platform can extract data from wide range of PDF documents, and then transform into desired output automatically.

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Book a demo and learn how Visual Alpha can help

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