Proprietary Technology

Innovative technology solutions deliver insights, and power portfolio management

Our experienced programming team has developed a powerful, integrated technology platform that provides our families with secure, real time access to their portfolios and a convenient way to communicate with their family office team. Proprietary technology solutions also power robust investment, risk management, research and portfolio monitoring processes, customized to our clients’ evolving needs.

Our innovative platform

Instrument Analysis & Portfolio Construction

Rigorous statistical analysis of instruments, incorporating fundamental research insights, yields more resilient and adaptable portfolios tailored to clients’ needs.

Performance & Risk Monitoring

Quantitative performance and risk monitoring of markets, managers and instruments helps to identify trends, evaluate and adapt strategies, and to preserve capital.

Daily Reconciliation & Reporting

Daily account reconciliation and counterparty expense monitoring improves cost efficiency, and daily client reporting through the CV App powers transparency and insights.