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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 Kurtosys?

Kurtosys offers a secure, cloud-driven platform for digital reporting, aimed at simplifying the delivery of investment data and insights. With our solutions, users can enjoy a seamless experience through fully automated, robust systems for investment reporting, client portals, and worldwide investment websites, ensuring efficiency and ease of use for all stakeholders involved.

Media

Media

Integrations Supported

Adobe InDesign
WordPress

Integrations Supported

Adobe InDesign
WordPress

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

Kurtosys

Date Founded

2002

Company Location

United States

Company Website

www.kurtosys.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

Digital Experience Platforms (DXP)

Alerts / Notifications
Auto-Tagging
Blogs
Calendar
Content Modeling
Digital Asset Management
File Sharing
Form Builder
Forums / Message Boards
Headless CMS
Knowledge Base
Performance Monitoring
Personalization / Segmentation
Reporting / Analytics
Surveys / Polls
Templates
User Management / Permissions
Version Control
Wiki
Workflow Management

Hedge Fund

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

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