The Caissa Platform Description

The Caissa Platform stands out as the premier investment analytics solution tailored specifically for institutional allocators such as endowments, foundations, OCIOs, pension funds, and family offices. With clients managing assets exceeding $1.7 trillion, our web-based platform empowers users to conduct comprehensive analyses, including exposure, risk, liquidity, attribution, and private equity modeling, across diverse multi-asset class portfolios. Our dedicated data team ensures that all forms of transparency data—ranging from investor letters and separately managed accounts to private equity information and 13Fs—are meticulously aggregated into the Caissa Platform. This data undergoes a thorough process of cleansing, harmonization, migration, and integration, resulting in a cohesive resource for users. By providing harmonized exposures that facilitate full aggregation across various asset classes and investment vehicles, our platform enables seamless execution of exposure, risk, liquidity, attribution, and quantitative analyses, enhancing decision-making for portfolio managers and their underlying investments. Ultimately, the Caissa Platform not only streamlines analytical processes but also enhances the overall investment strategy for its users.

Pricing

Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Company Details

Company:
Caissa
Year Founded:
2009
Headquarters:
United States
Website:
www.caissallc.com

Media

The Caissa Platform Screenshot 1
Recommended Products
Our Free Plans just got better! | Auth0 Icon
Our Free Plans just got better! | Auth0

With up to 25k MAUs and unlimited Okta connections, our Free Plan lets you focus on what you do best—building great apps.

You asked, we delivered! Auth0 is excited to expand our Free and Paid plans to include more options so you can focus on building, deploying, and scaling applications without having to worry about your security. Auth0 now, thank yourself later.
Try free now

Product Details

Platforms
Web-Based
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Customer Support
Online Support
Business Hours

The Caissa Platform Features and Options

Investment Management Software

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Financial Risk Management Software

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Hedge Fund Software

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

The Caissa Platform User Reviews

Write a Review
  • Previous
  • Next