The Portfolio Amalfi platform by Nedelma offers multi-asset, multi-language, multi-currency dynamic reporting and data visualisation, as well as analytical capabilities to the asset management industry.
The platform also offers data aggregation tools, portfolio management solutions and a calculation engine. Users can analyse and view data from multiple perspectives using a combination of attributes, formulas and values, with extensive options for dynamic customisation. Nedelma also has an online investor document repository with document approval workflow and interactive reporting.
"Everybody in the financial industry cares about four factors: improving performance, increasing transparency, raising assets and reducing costs. Our products help business users achieve those goals with quick integration and minimal input required from the user's technology team," says Managing Director Jeff Strauss.
Portfolio Amalfi" seamlessly aggregates P&L, risk, exposures, third party and in-house data making it available across numerous devices including desktops, iPads and other mobile devices. One attractive feature of Portfolio Amalfi" is that it can be used as a CEO dashboard to give senior executives a holistic view across their firms, anytime and anywhere, and it is a real value-add to hedge fund executives.
As Nedelma's CEO, Michael Medvinsky (pictured) states: "If you are trying to raise assets in Asia, for example, Portfolio Amalfi enables you to share fund information with investors in their local language, e.g. Japanese. It also empowers users to provide multi-currency results. Portfolio Amalfi provides track records, the fund's performance over a user-defined period and other valuable investor focused information and outputs.
"The information you see on your desktop can be fully replicated on the iPad. This gives the user flexibility in how they look at the portfolio and the ability to generate customised `on the fly' reports. It really helps improve business efficiency and reduces demand on IT teams."
Both Strauss and Medvinsky held senior positions at Goldman Sachs and are applying that expertise to enhance Nedelma's products. Strauss also has significant experience in the hedge fund administration business. He feels that Nedelma's technology with Portfolio Amalfi is something administrators "have been trying to develop for several years".
"It's a technology platform that every administrator and hedge fund manager could use because it enables people to look at their business quickly, create customised reports, and use it for both financial information and marketing purposes."
In terms of how Portfolio Amalfi can improve fund performance, the ease with which investment teams can pull down different data sets and analyse them efficiently can enhance their ability to make informed decisions on the market, helping managers analyse current and historical data by allowing intuitive access to their data, anytime and anywhere.
Portfolio Amalfi supports multi-dimensional reports to enable users to analyse their data from multiple perspectives.
"We believe that a first-class fund analytics and reporting system needs to provide powerful ad-hoc flexibility to clients, both in reporting and data aggregation. We provide powerful and rapid ad-hoc flexibility in reporting, data aggregation, data visualisation, calculations and analysis," says Medvinsky. "Ultimately, we allow people to work more efficiently. This helps to reduce operational costs and maximise productivity. Technology and operations staff can focus on more important issues to help improve the hedge fund, rather than being consumed with reporting obligations."