The Portfolio Management Summary tab gives portfolio managers a single, unified view across all managed portfolios. Instead of navigating between individual portfolio pages, you see the total value, performance, asset allocation and risk profile of every portfolio side by side.
The Summary tab is designed for speed: track KPIs, identify underperforming portfolios, check compliance status and assess liquidity — all without leaving the screen. It is the cockpit view your investment team has been waiting for.
Watch the demo video below to see it in action.
Who is this for?
Portfolio managers and CIOs overseeing multiple funds or mandates — from family offices and pension funds to fund-of-funds managers managing 10 or more portfolios simultaneously.
The Summary tab presents an overview of total portfolio value, overall performance and key metrics across all portfolios. Historical data allows you to review past performance and spot trends over time.
The Asset Weights and Values views drill into fund-level and strategy-level allocations, showing exactly how capital is distributed across hedge funds, private markets, cash and other asset classes.
The Liquidity view assesses your ability to meet financial obligations — modelling gates, lockups, notice periods and cash availability. The Compliance view monitors breaches against your custom rules in real time, ensuring your portfolios stay within regulatory and mandate constraints.
Watch our step-by-step walkthrough of this feature in the AlternativeSoft platform.
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