Portfolio Analytics

eFronteFront Invest for LPPortfolio Analytics

Portfolio Analytics: Make Better Investment Decisions Faster with Purpose-Built Analytics 

Gain a quick understanding of your investments by leveraging pre-built charts and deep knowledge using configurable dashboards and reports to dynamically slice-and-dice data to analyze your cross-asset portfolios.

Use dashboard-based analytics available in our portfolio analytics software to:

  • Decrease from weeks to minutes the time required to generate sophisticated reports from weeks to minutes
  • Adhere to mandated levels of exposure and ownership
  • Save days during the investment decision process 
  • Increase productivity up to 90% when generating your standard quarterly charts

The eFront portfolio analytics software for alternative investments  

Analytics users can access dozens of pre-built statistics and charts to visualize IRR and TVPI history, portfolio transactions, J-curves, liquidity calendars and more.  Benchmarks can be imported so that managers can compare performance indicators across multiple factors.

portfolio analytics software

Dashboards are drag-and-drop enabled and are available in a multitude of formats including tables, columns, pies, lines, histograms, maps and scatter, bubble and radar graphs.

eFront dashboards are instantly updated when managers use filters to slice-and-dice data.  Examples of filters include sector, currency, manager, fund status, country and vintage year.  Users can select multiple filters together, such as 2010, 2011, France and China, and the dashboards will recalculate and display new results in seconds.

 Portfolio analytics software

Flexibility and extensibility

The dashboard user interface is extremely flexible and is 100% browser-based, so requires no installation on your desktop. Users can easily split panels and can drag and drop charts to design new dashboard layouts.

Microsoft Excel’s capabilities are fully accessible to dashboard users.  Excel integration can be used to import data or to format output.

To obtain the highest levels of performance, the FrontInvest portfolio analytics software uses the power of data cubes to store, calculate and manipulate data for private equity, real estate and hedge fund investments (both direct and indirect).  In addition to the pre-built analytics components, clients can create their own structures to conduct custom analysis.

Dashboards and charts can be shared with other users and can be easily printed or exported to Excel and PDF for inclusion in memos, presentations and reports.