Portfolio dashboards
Our tools help you track the value of your investments and model future scenarios, without the need for manual input.
Total visibility of your shareholdings, with accurate data pulled down from Companies House.
Validate and verify your shareholdings, to be assured that you have the correct stake.
Value companies and model future scenarios, to view potential payouts by portfolio or entity.
Receive company updates and notifications, to stay in the loop with key developments.
Store, share and view key documents, in a secure data room with custom access permissions.
