A central source of truth for all investments.
Comprehensive analysis is only possible with a holistic view of your entire portfolio. ICD Portfolio Analytics leverages AI technology to alleviate the time-consuming process of aggregating and harmonizing disparate holdings data for timely analysis and reporting.
REQUEST A DEMOAggregate all investment positionsto see your real exposure
ICD Portfolio Analytics creates a single data set of all your investment positions, automatically, for analysis and reporting. You need to see all the positions across your entire portfolio, and see them in aggregate, to reveal your true exposure.
Save time with AI-driven data processing
Investment positions reside in various reports from different sources, such as custodians, asset managers, ERPs, treasury management systems, banks and other data sources.
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Save time with AI-driven data processing
Investment positions reside in various reports from different sources, such as custodians, asset managers, ERPs, treasury management systems, banks and other data sources.
LEARN MORE Gain unparalleled visibility with ICD Portfolio Analytics dashboards
Customize multiple views of all your investment data for analysis and reporting. Easily visualize portfolio composition and compliance with the ability to see data in aggregate, or drill down for granular analysis and print or export information in seconds. Securely review investments, exposures and policy guidelines from your mobile dashboard.
LEARN MOREGain unparalleled visibility with ICD Portfolio Analytics dashboards
Customize multiple views of all your investment data for analysis and reporting. Easily visualize portfolio composition and compliance with the ability to see data in aggregate, or drill down for granular analysis and print or export information in seconds. Securely review investments, exposures and policy guidelines from your mobile dashboard.
LEARN MORE