Portfolio management is a major challenge for Private Equity and Alternative Investment professionals. CV4 offers tailored and proven features to meet the needs of industry professionals.
CV4 offers efficient and comprehensive tracking from data entry up to reporting production. Thanks to personalized KPIs tracking you, get a global and precise view of your portfolio.
Benefit from the workflows integrated within the CV4 application to eliminate the risks of errors, especially those related to Excel use, while simplifying data entry. All calculations of tracking and performance indicators are thus made reliable.
Manage your investments, regardless of their nature, with a flexible and customizable solution. Take advantage of consolidated and detailed views of your investments.
With the application’s dashboards and reports, you can create analyses of your portfolio. You can also generate customized reports on your investments for investors, management, or regulatory authorities.
The integration of portfolio management with fund management allows for global activity tracking and the creation of comprehensive reports.
Whatever your role in Private Equity and Alternative Investment, you can take advantage from CV4’s Portfolio Management.
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