Addigence

About Addigence

Addigence is a portfolio management software that connects sophisticated investors with emerging managers, offering tools for strategy management, performance tracking, and risk assessment. The platform eliminates tedious administrative tasks, enabling portfolio managers to focus on market opportunities while providing qualified clients with efficient and transparent investment options.

```xml <problem> Emerging portfolio managers face challenges in attracting qualified clients and institutional investors due to limited exposure and administrative burdens. Qualified clients often lack efficient access to diverse investment strategies and transparent performance tracking. Institutional investors require streamlined tools for discovering and monitoring emerging managers. </problem> <solution> Addigence provides a portfolio management platform that connects emerging managers with qualified clients and institutional investors, streamlining investment processes and enhancing transparency. For portfolio managers, Addigence automates administrative tasks, facilitates client acquisition, and offers tools for strategy management and performance tracking. Qualified clients gain access to a curated selection of investment strategies, portfolio construction tools, and real-time performance monitoring. Institutional investors benefit from a centralized platform for discovering emerging managers, tracking performance, and implementing ESG policies. </solution> <features> - Qualified Client & Institutional Investor Exposure for portfolio managers - Liquid Alts Fund Solutions - Portfolio Rebalancer - Fee Harvesting Tools - Performance Fee Collection - Track Record Creation and distribution - Securities Brokerage and Custody - Portfolio Manager Sourcing and Discovery for allocators - Suitable Strategy Curation - Portfolio Construction Tools (Correlation & Diversification Analytics) - Built-in Risk Management Engine (Strategy Drift) - Allocation Performance Monitoring - Intra-day Dashboard - Strategy and Thesis Tracking - Separately Managed Accounts (Managed Account Solution) - Customizable ESG Policy Implementation Tools - Real-Time Subscription Management - Simple Fee Reporting - Cross-Strategy Correlation Analytics </features> <target_audience> Addigence serves emerging portfolio managers seeking to expand their reach, qualified clients looking for diverse investment opportunities, and institutional investors aiming to discover and monitor emerging talent. </target_audience> ```

What does Addigence do?

Addigence is a portfolio management software that connects sophisticated investors with emerging managers, offering tools for strategy management, performance tracking, and risk assessment. The platform eliminates tedious administrative tasks, enabling portfolio managers to focus on market opportunities while providing qualified clients with efficient and transparent investment options.

Where is Addigence located?

Addigence is based in East New York, United States.

When was Addigence founded?

Addigence was founded in 2021.

Location
East New York, United States
Founded
2021
Employees
4 employees

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Addigence

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Executive Summary

Addigence is a portfolio management software that connects sophisticated investors with emerging managers, offering tools for strategy management, performance tracking, and risk assessment. The platform eliminates tedious administrative tasks, enabling portfolio managers to focus on market opportunities while providing qualified clients with efficient and transparent investment options.

addigence.com200+
Founded 2021East New York, United States

Funding

No funding information available.

Team (<5)

No team information available.

Company Description

Problem

Emerging portfolio managers face challenges in attracting qualified clients and institutional investors due to limited exposure and administrative burdens. Qualified clients often lack efficient access to diverse investment strategies and transparent performance tracking. Institutional investors require streamlined tools for discovering and monitoring emerging managers.

Solution

Addigence provides a portfolio management platform that connects emerging managers with qualified clients and institutional investors, streamlining investment processes and enhancing transparency. For portfolio managers, Addigence automates administrative tasks, facilitates client acquisition, and offers tools for strategy management and performance tracking. Qualified clients gain access to a curated selection of investment strategies, portfolio construction tools, and real-time performance monitoring. Institutional investors benefit from a centralized platform for discovering emerging managers, tracking performance, and implementing ESG policies.

Features

Qualified Client & Institutional Investor Exposure for portfolio managers

Liquid Alts Fund Solutions

Portfolio Rebalancer

Fee Harvesting Tools

Performance Fee Collection

Track Record Creation and distribution

Securities Brokerage and Custody

Portfolio Manager Sourcing and Discovery for allocators

Suitable Strategy Curation

Portfolio Construction Tools (Correlation & Diversification Analytics)

Built-in Risk Management Engine (Strategy Drift)

Allocation Performance Monitoring

Intra-day Dashboard

Strategy and Thesis Tracking

Separately Managed Accounts (Managed Account Solution)

Customizable ESG Policy Implementation Tools

Real-Time Subscription Management

Simple Fee Reporting

Cross-Strategy Correlation Analytics

Target Audience

Addigence serves emerging portfolio managers seeking to expand their reach, qualified clients looking for diverse investment opportunities, and institutional investors aiming to discover and monitor emerging talent.

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