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What is The Caissa Platform?

The Caissa Platform distinguishes itself as the leading investment analytics tool designed specifically for institutional allocators, including endowments, foundations, OCIOs, pension funds, and family offices. Serving clients who collectively oversee assets surpassing $1.7 trillion, this web-based platform equips users to perform in-depth analyses encompassing exposure, risk, liquidity, attribution, and private equity modeling across a variety of multi-asset class portfolios. Our committed data team meticulously aggregates all types of transparency data—spanning investor letters, separately managed accounts, private equity details, and 13Fs—into the Caissa Platform. This data is subjected to a rigorous process involving cleansing, harmonization, migration, and integration, resulting in a unified resource for users. By offering harmonized exposures that allow for comprehensive aggregation across different asset classes and investment vehicles, our platform facilitates the seamless execution of exposure, risk, liquidity, attribution, and quantitative analyses, significantly improving decision-making for portfolio managers and their associated investments. In essence, the Caissa Platform not only simplifies analytical workflows but also elevates the overall investment strategy for its users, making it an indispensable resource in the competitive financial landscape.

What is Katipult?

DealFlow functions as an all-encompassing platform designed to offer alternative investment avenues to wealthy clients. Users are able to discover a variety of funds and investment opportunities, smoothly navigating through structured workflows and necessary documentation to partake in deals with just a few clicks. The platform's design emphasizes a user-friendly investor experience, featuring smart onboarding forms that provide real-time document verification and an effective KYC process, which not only expedites the experience but also reduces the chance of mistakes. Furthermore, DealFlow offers FINRA-registered professionals the quickest and most efficient means to execute securities transactions on behalf of their clients. Compliance procedures are seamlessly integrated within the platform, and Katipult’s eSignature technology ensures complete clarity in both documentation and KYC processes. With a strong dedication to innovation, DealFlow is set to transform the world of alternative investments for high-net-worth individuals, making it easier for them to access and manage their investment portfolios. This approach not only enhances the investment experience but also builds trust and confidence among users.

Media

Media

Integrations Supported

VoPay

Integrations Supported

VoPay

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Caissa

Date Founded

2009

Company Location

United States

Company Website

www.caissallc.com

Company Facts

Organization Name

Katipult

Date Founded

2014

Company Location

Canada

Company Website

www.katipult.com

Categories and Features

Financial Risk Management

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

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

Investment Management

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

Categories and Features

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