Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
LP Analyst stands out as the premier cloud-based platform for managing private asset portfolios, specifically tailored for institutional limited partners. Their acclaimed LP Analyser Monitoring Analytics and Reporting solution consolidates all investment information into a single interface, backed by LPA’s exceptional managed data service that systematically gathers, organizes, and verifies data across various strategies, asset classes, and investment categories. To meet diligence requirements, the GP Analyser platform provides in-depth and adaptable insights into a manager's comprehensive track record, along with operational due diligence, reference calling, and sourcing assistance. In addition, LPA delivers independent, expert third-party secondary valuations, meticulously underwriting transactions while offering detailed cash-flow projections, scenario analyses, and sensitivity modeling across different fund and deal structures. Ultimately, LP Analyst equips institutional investors with the tools necessary to make informed decisions in the complex landscape of private asset investments.
Description
Innovative Wealth Management solutions are available for Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers, and Investment Administrators. We transform various input formats and protocols from multiple sources into a single, standardized output format. This standardized approach allows our data formats to be 'reused' for creating new interfaces as needed, which greatly cuts down on the time required to implement new functionalities. Financial institutions can offer their clients a secure and standardized data service through m2Data with minimal impact on daily operations. Moreover, m2Wealth stands out as one of the few providers equipped with fully functional EBICS capabilities. M2 has established 'connectors' with numerous European Custodians and Banks that have chosen EBICS as their preferred connection protocol, ensuring global daily distribution. As the number of Banks and Custodians opting for EBICS continues to rise, M2 is actively collaborating with these financial institutions to enhance their services. By streamlining data management and fostering connections, M2 empowers financial entities to operate more efficiently in a rapidly evolving market.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
LP Analyst
Founded
2011
Country
United States
Website
lpanalyst.com
Vendor Details
Company Name
M2Wealth
Founded
2001
Country
Hong Kong
Website
www.m2wealth.com
Product Features
Product Features
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
Yes
Commodities
Yes
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes