Risk Management And Portfolio Management Software For Family Offices

Traditionally, family office investment solutions lack the sophistication of advanced institutional frameworks yet offer simplified risk evaluation and portfolio construction techniques designed for traditional vehicles. However, today family offices actively invest into more complex assets including alternatives, derivatives and structured products. That is why these naive solutions cannot satisfy a demanding family office investor anymore. Risk Shell Family Office editions deliver the most sophisticated institutional-grade risk analytics specially tailored to single and multi-family offices.

Solutions For Single And Multi-Family Offices

  • Increase your portfolio returns yet minimize market risks
  • Employ the most advanced institutional grade analytics
  • Reduce outsourcing costs - manage your portfolios entirely in-house
  • Monitor P&L and exposure across multiple asset classes and strategies

Software Features

  • All editions include Full training & tutorial courses (24 sessions)
  • Free access to our educational webinars
  • The largest coverage of alternative + traditional investment vehicles
  • Special package pricing - for family offices only

Risk Shell Editions (Family Office)

B - Basic, UI - Ultimate I, UII - Ultimate II, UIII - Ultimate III
 
  BasicUltimate IUltimate IIUltimate III
  BUIUIIUIII
  • Search filters (100+) excl. Macroeconomic Scenario Screening™
  • Global Search across multiple databases
  • Peer group analysis (Classic & Multi-statistic)
  • Risk engine for asset valuation (100+ metrics)
  • Side-by-side analysis
  • Interactive charting (2D & 3D charts)
  • Attribution Analysis (Static, Dynamic) excl. Trend Segmentation™
  • FlexiRank™ analysis (custom ranking criteria)
  • Wallets incl. the Global scope data containers
  • Report Builder (technical and design reports)
  • Custom assets incl. Portfolio module
  • Stress Testing module (models, scenarios, extreme events)
  • Portfolio What-If module
  • Return Adjustment Framework
  • Portfolio advanced correlation analysis
  • Portfolio marginal risk contribution & diversification analysis
  • Risk Budgeting
  • Portfolio Optimization
  • Portfolio Rebalancing
  • Market-neutral portfolio builder
  • CRM Document Manager incl. email parser
  • Data management module (custom fields & data merge)
  • FoF Management (exposure, limit control & liquidity analysis)
  • FoF shadow accounting
  • Data
  • Data Feeds
  • 1 ETF
  • Available for extra fee
  • 1 HF & 1 CTA or ETF
  • Available for extra fee
  • 1 HF &  Regional OEF &
    1 CTA or ETF
  • Available for extra fee
  • 2 HF & 2 Regional OEF &
    1 Equity 
  • Available for extra fee

Software Solutions For Fund Of Funds

Risk Shell delivers risk management, portfolio construction, accounting and CRM for institutional managers, investors and consultants

Institutional Investors

Most comprehensive Risk Shell line including all components and designed for large institutional environments.

Hedge FoF Managers

All-in-one suite for selecting assets, constructing and managing robust multi-asset portfolios.

Hedge Fund Marketers

Advanced reporting and marketing software tools for single hedge fund managers.

 

Traditional Managers

Risk analytics and portfolio construction tools for traditional assets: equity, fixed income, derivatives and swaps.

Family Offices

Risk analytics for single and multi-family offices: portfolio construction, CRM, Document Manager and accounting tools.

Research Houses

Solutions covering every asset class and tailored for research houses, consultants and professional investors.

Due Diligence Managers

Tools for quantitative and qualitative assessment of alternative vehicles, CRM & Document Manager.

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