Vidrio Financial

Vidrio Financial is positioned as an all-in-one managed data services and portfolio management platform primarily targeting institutional investors. The vendor claims that this solution can be customized to meet the unique requirements of asset managers, asset owners, consultants/OCIOs, family offices, and funds of funds. According to the vendor, Vidrio Financial offers data, analytics, and workflows that allow users to manage and monitor investments across multiple asset classes, portfolios, and funds. It aims to improve operational efficiency, reduce risk, and solve complex fund management problems.

Key Features

Control: According to the vendor, users can customize data, analytics, and workflows to meet their specific needs. This customization allows for the management and monitoring of investments across various asset classes, portfolios, and funds.

Monitor: The vendor claims that Vidrio Financial provides real-time visibility into exposure, risk, and performance across external manager relationships and direct investments. This feature enables users to effectively monitor prospective and actual investments across multiple asset classes, portfolios, and funds.

Harness: Vidrio Financial is said to assist users in efficiently collecting, cleansing, and enriching qualitative and quantitative data. The vendor claims that this feature enhances research, due diligence, portfolio planning, valuation, and trade execution.

Reporting: The vendor states that Vidrio Financial offers comprehensive reporting capabilities, including internal and external stakeholder reports, regulatory reporting, and compliance reporting. Additionally, it provides a customizable investor portal for delivering information and functionality to clients and stakeholders.

Research Management: According to the vendor, Vidrio Financial provides research management tools that allow users to track and analyze manager research data. The platform offers customizable workflows for research and due diligence processes, incorporating both quantitative and qualitative factors.

Data Aggregation and Analytics: The vendor claims that Vidrio Financial offers data aggregation and analytics services to help institutional investors manage complex fund structures and holdings. Users can consolidate and analyze data from multiple sources, gaining a comprehensive view of their investment portfolios.

Private Market Solutions: Vidrio Financial is said to provide a comprehensive approach to addressing private market investment demands. The vendor claims that it offers enhanced portfolio metrics, holdings, and exposure for improved cashflow analytics. It also enables investment summary and position-level data monitoring and reporting.

Asset Owners: According to the vendor, Vidrio Financial offers comprehensive reporting solutions specifically designed for asset owners. It provides tools and access to external databases for tracking and analyzing manager research data, streamlining the collection, cleansing, and enrichment of qualitative and quantitative data.

Meet the Team: Vidrio Financial's management team comprises former market practitioners who bring extensive experience and knowledge to the company. The vendor claims that they partner with leading asset managers, fund of funds, and consultants to deliver best-in-class data, technology, and services to clients.

Our Partners: Vidrio Financial collaborates with trusted partners and service providers, including leading technology providers such as Amazon Web Services (AWS) and Cognizant. The vendor states that these partnerships ensure access to comprehensive data and technology solutions.