Investment Management
DESCRIPTION
Our investment management features provide investors with precise control and comprehensive oversight of their portfolios, enabling efficient management and strategic decision-making.
Key Benefits
Accurate and Precise Control: Maintain detailed oversight of your private investments, ensuring you stay informed and in control.
Dynamic Portfolio Dashboard: Monitor investment and pipeline portfolios through a user-friendly dashboard with dynamic update feeds.
Performance Measurement: Track critical investment metrics across portfolios, individual holdings, and transactions, allowing for thorough performance analysis.
Centralized Investment Data: Consolidate all your private investment data in one place for a comprehensive understanding and streamlined reporting of your portfolios.
Member Management: Keep key stakeholders informed with individualized accounts and access, enhancing communication and collaboration within your investment team.
Use Cases
Individual Investors
For individual investors, our investment management features provide seamless oversight of personal portfolios, centralizing all your assets and portfolios in one place. The dynamic dashboard and precise performance tracking tools facilitate informed decision-making and strategic planning.
Family Offices
Family offices benefit from our investment management features by streamlining collaboration. The platform supports tracking different asset classes and portfolios, ensuring a comprehensive view of the family’s investments. With permissioned shareability and access, family members and advisors can stay aligned on asset allocation, portfolio strategies, and investment opportunities.
Funds
For fund managers, our investment management features offer a centralized hub for overseeing multiple portfolios, engaging with limited partners, and providing timely updates on fund performance. The platform enhances internal communication and workflow efficiency, ensuring seamless coordination on investment activities.
Available Plans
You’ll gain access to this feature in the following plans:
| Individual | Pro | Organization |
 | | |
Comparison
| Feature | Other Platforms | Clockwork |
| Multi-Asset Class Management | X | |
| Transaction-level detail | X | |
| Real-time update feed | X | |
| Permissioned access and shareability | X | |
