Fund performance reporting RE-IMAGINED
FirmView® delivers unyielding data perspectives and performance insights across your portfolio
With over 20 years of industry experience and insight we solve today's problem with tomorrow's technology. We were built by a team of financial technology experts to help firms of all sizes scale up and create new rules of competition by leveraging IT.
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Product datasheet

Learn how FirmView® can analyze your ILPA Reporting Templates

for General Partners and Admins

Don't spend time integrating legacy funds with a few remaining investments or unique asset types that don't conform to your larger portfolio. Create one version of the truth by managing and delivering your performance reporting metrics for Funds, Investments and Investors from one solution.

Performance Management can help you achieve this by offering the following key features:
  • Eliminate the reliance on Excel spreadsheets to store and maintain data responsible for making $billion dollar investment decisions
  • Spend more time analyzing your portfolio's performance, tracking fees and expenses and using our analytics to compare how you are performing against industry benchmarks.
  • Generate reports on the fly and use our analytics for improved investment decision support.Securely access your entire portfolio across all fund managers from anywhere using a web browser or a mobile device.
  • Automate data extraction, transformation and mapping to source systems by using our data agents

for limited partners

A structured way to help you centrally manage and track your fund and investment performance. Go beyond from reporting the numbers to being able to analyze and gain better insights on your investments.

Key Benefits:
  • Easily import and view all your account data into FirmView using our templates based on AltExchange/ILPA standards or directly from your Fund Managers
  • Consolidate your fund performance into reporting solution securely accessible from anywhere
  • Results in one solution to aggregate portfolio, performance and cash flow data
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security & privacy

  • Strongest available browser encryption. Connections between you and our servers are secured to industry standard specifications.
  • Secure servers. All of your data is encrypted and stored behind secure monitored firewalls in a secure facility that is safeguarded 24-hours-a-day
  • Systematic procedures. We maintain continuous encryption, auditing, logging, backups, and safeguarding of data.
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frequently asked questions

what is FirmView?

A Software-as-a-Service solution built usin provide a comprehensive view your fund performance.

how is FirmView different?

FirmView looks and works like today’s leading consumer web sites. All of your users can become productive immediately the very first time they logon. The modern and responsive user interface works across displays of all types.

where is my data stored

Our services are built on top of the Microsoft's Azure Platform. They've devoted an entire portion of their site to explaining their security measures, which you can find here.

who is using FirmView?

Leading GPs, LPs and Administrators are turning to FirmView to provide data-driven insights and centrally managed perspectives across their fund portfolio.

when can I get started?

Bring us your data! With multiple integration options that will get you up and running with FirmView quickly. Create one version of the truth by managing and delivering your performance reporting metrics for Funds, Investments and Investors from one solution. Our implementation team is ready to get you going today, contact us for more information: