x
G I F - W E L C O M E
logo
Awesome Image
Leading providers of investment
advisory solutions.

Portfolio Management

“Meet the industry’s first self-service portfolio monitoring solution that brings together business intelligence with user-centric design and usability. Portfolio Monitoring for All!”.

The magic is in the advanced performance analytics.

Now with even more power, Cobalt’s in-platform analytics engine runs critical cash flow calculations and modeling, track record and attribution analysis, peer analysis, scenario modeling, PME benchmarking, value concentration analysis, and a host of deal scoring analytics.

01

Investment Policy Statements

 

02

Spending &
Distribution Policies

 

03

Asset Allocation

 

04

Portfolio Rebalancing

Performance Reporting

Financial Planning for Excutives:

 

Tax Planning & Preparation:

 

Combined with seamless data collection and ultra-flexible reporting dashboards

Effortlessly manage the portfolio company data that goes in and build the personalized reporting you need, ongoing or ad-hoc, for internal teams, LPs and investors.

All available through the most intuitive interface you can imagine.

Improved through years of research and client input, the platform offers simple configurations for all users with enhanced user management permissions and controls.