Overview
What is c*neo?
c*neo is a performance and reporting solution designed for multi-asset class investors. According to the vendor, it offers fully customized solutions for valuating, analyzing, and reporting on portfolios, providing a comprehensive view of investments on any device. The product is intended for companies...
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Product Details
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- Tech Details
What is c*neo?
c*neo is a performance and reporting solution designed for multi-asset class investors. According to the vendor, it offers fully customized solutions for valuating, analyzing, and reporting on portfolios, providing a comprehensive view of investments on any device. The product is intended for companies of various sizes, including sovereign wealth funds, family offices, and private banks. It is used by investment managers, portfolio managers, and performance analysts in industries such as sovereign wealth funds, family offices, private banks, asset management firms, and investment firms.
Key Features
Unbeatably Flexible Solutions: According to the vendor, c*neo provides fully customized performance and reporting solutions for multi-asset class investors. It allows users to valuate, analyze, and report on portfolios, providing a comprehensive view of investments on any device.
Support for a Wide Range of Asset Classes: The vendor claims that c*neo supports ownership of a wide range of asset classes and evolving types of instruments. It enables users to slice investments between strategic and tactical criteria, including indirect and direct investments in private equity, real estate, and infrastructure.
Specific Portfolio Hierarchy: c*neo offers a specific portfolio hierarchy with global and multi-layer/multi-faceted views, according to the vendor. This allows users to organize and analyze portfolios based on their specific needs.
Customized Accesses and Dashboards: The vendor states that c*neo provides specific accesses and dashboards for various departments and specialist teams. Users can easily access the information and reports that are relevant to their roles and responsibilities.
Executive-Level Reporting: According to the vendor, c*neo offers executive-level reporting and online accesses, allowing senior management to gain insights into the performance and status of portfolios.
Integration with Various Systems: The vendor claims that c*neo seamlessly integrates with various systems including back office, custodians, and data feeds. This ensures smooth data flow and eliminates the need for manual data entry.
Diversity of Ownership of Assets: According to the vendor, c*neo supports diversity of ownership of assets, including individual, grouped, and shared ownership. This allows family and multi-family offices to efficiently manage their clients' portfolios.
Tailored Performance Reporting and Communication: The vendor states that c*neo provides high-level tailored performance reporting and communication for family and multi-family offices. It consolidates accounts from various systems and custodians, offering a comprehensive view of investments.
Flexibility for Analytics and Reporting: According to the vendor, c*neo offers flexibility for analytics and reporting, allowing private banks and independent asset managers to customize their reports based on their specific requirements.
Support for Benchmarking and Performance Attribution: The vendor claims that c*neo supports benchmarking and performance contribution & attribution, enabling users to analyze the performance of portfolios against benchmarks and identify the sources of performance.
c*neo Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Android, iPhone, iPad |