Unparalleled Investment Management
and Asset Consolidation

INSIDEX PROVIDES AN INTEGRATED SOFTWARE PLATFORM FOR CONSOLIDATION,
AGGREGATION, AND THE ASSESSMENT OF FINANCIAL DATA INSIGHTS FOR BANKS,
FAMILY OFFICES, FINANCIAL ADVISORS, AND HIGH NET-WORTH INDIVIDUALS.

Insidex offers a state-of-the-art platform for data aggregation, reconciliation, and normalization, coupled with data processing and analytical tools to help you drill down and analyze complex instruments across multiple scenarios, automatically, and in a short period of time. Our solution serves banks, financial institutions, family offices, financial managers, and high net-worth individuals.

COMPLEX PORTFOLIOS

Consolidated financial view across equity, real, and alternative asset types.

SMART INSIGHTS

Cutting edge data processing and actionable insights.

PRIVACY & ANONYMITY

Ultra secured and private environment with key data point anonymity.

ADDED VALUE INTEGRATIONS

Data fusion of financial, market and social sources for holistic investment approach.

Privacy and Security You Can Rely On

The highest standards of data security for the financial industry, with structured access strictly controlled by roles and permissions.

Gain Your Insights, Don’t Dig for them

Insidex handles millions of data points to gain insights and evaluate risk underlying within your data.
  • Asynchronous and real time collaboration tools available on any device.
  • Cutting edge data processing and powerful insights.
  • Ultra secured and private environment.

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PORTFOLIOS

Robust tools for portfolio creations, management and real time tracking

CONSOLIDATED VIEW

For all asset types across all sectors and financial instruments

DRILL DOWN

To asset composition and transaction level data

RISK MITIGATION

Algorithmic Data analysis for early risk discovery

BENCHMARK

Against leading industry standards and indexes

FUSE

Third party integrations of financial and social data

Discover Opportunities and Mitigate Risk

Insidex offers a host of features that uncover insights and derived from your financial assets. Highlight potential risks and alternative investment strategies.


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Collaborate with Confidence

Insidex believes security should not come at the expensive of usability; it makes sharing and collaboration simple while ensuring valuable data is kept away from prying eyes.


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