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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Managing portfolios can be intricate, yet your approach to decision-making can remain straightforward. Aucerna Portfolio serves as an integrated analytic tool within our ecosystem, designed to assist in assessing choices related to strategy development, portfolio management, capital allocation, and mergers and acquisitions. By utilizing Aucerna Portfolio, organizations can enhance their portfolios while gaining valuable insights into performance potential and strategic options at both corporate and business unit levels. This process takes place while considering existing business objectives, risks, uncertainties, and the overall company framework. Streamline teamwork with our specialized cloud energy ecosystem tailored for exploration and production operators in the energy sector. Leverage the cloud to implement robust, constraint-based optimization algorithms that tackle intricate portfolios effectively. Additionally, generate a variety of strategic scenarios that investigate the performance capabilities of your entire portfolio, and optimize outcomes using customized operational and financial goals as the basis for your optimization functions or constraints. Ultimately, this holistic approach not only boosts efficiency but also enables informed decision-making that aligns with your strategic vision.

Description

InveLedger is a sophisticated investment intelligence platform tailored for professional investors, such as private-equity firms, venture-capital teams, family offices, and institutional investors. It aggregates a wealth of data, including portfolio details, profiles of companies and investors, historical investment data, current market activity, and signals for potential opportunities. The platform is designed to facilitate a variety of workflows, such as assessing portfolio exposure, delving into company insights, tracking market trends, organizing essential documents, and accessing analytics that reveal significant relationships and patterns. Highlighted features encompass portfolio oversight, comprehensive investment summaries, detailed reporting, and valuable strategic insights. Additionally, its marketing materials showcase intuitive dashboard views that cover portfolios, documents, team collaborations, and investor discovery tools, with access to the full platform granted through vendor outreach. InveLedger is positioned as an evolving resource aimed at integrating investment data while enhancing research capabilities and informed decision-making processes for its users. The continuous development of its features reflects a commitment to meeting the dynamic needs of the investment community.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$2,799/6 months
The Essential plan is $2,799 per six months. The Professional plan is $4,999 per six months. Enterprise pricing is custom.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Aucerna

Founded

2005

Country

Canada

Website

aucerna.com/software/aucerna-portfolio/

Vendor Details

Company Name

inveledger Global

Founded

2016

Country

United States

Website

www.inveledger.com

Product Features

Oil and Gas

Compliance Management No 
Equipment Management No 
Inventory Management No 
Job Costing No 
Logistics Management No 
Maintenance Management No 
Material Management No 
Project Management No 
Resource Management No 
Scheduling No 
Work Order Management No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Alternatives

Alternatives

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