Portfolio Management Software

Investment professionals at asset managers, family offices or other institutional investors use our software-as-a-service solution to efficiently manage their investment portfolios. Countless features support users in ad-hoc portfolio analysis, performance measurement, trade order management, pre- & post-trade investment compliance or the management and use of model portfolios.

Complementa conveniently enters and maintains all necessary data for you, such as transactions, valuations, securities master data or benchmark information. In addition, all non-bankable assets such as real estate, investments or collections can also be mapped, resulting in a holistic picture of the consolidated portfolio at all times. In the sense of «slice & dice» the portfolio management software allows flexible evaluations, title allocations, consolidations or the mapping of structures and family or entity hierarchies.

End customers and decision makers get direct online access to their investment portfolio – no matter where and when.

Thanks to our combined software and data service, you keep track of investments in all market phases – crystal clear transparency when you need it for your next investment decision.

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  • Investment Analytics
  • Trade Order Management
  • Investment Compliance
  • Software and Data Service