Portfolio analytics, client intelligence, and strategy reporting
QuantRidge helps asset managers deliver institutional-quality performance reporting, monitor strategy drift, and grow AUM with client analytics — all from a single platform that connects your front, middle, and back office.
Key metrics tracked
Everything you need
Purpose-built features for Asset Management — not generic finance tools bolted together.
- Multi-asset portfolio performance tracking and attribution
- Benchmark comparison across Bloomberg, MSCI, and custom indices
- Client-level P&L, returns, and fee reporting
- Net flow tracking: subscriptions, redemptions, and net new money
- Strategy and sleeve analytics with drift monitoring
- Risk analytics: tracking error, information ratio, factor exposure
- GIPS-compliant composite construction and reporting
- Client portal with branded performance statements
- CRM for client relationships and AUM growth tracking
- Regulatory reporting: Form ADV, 13F, and custom RFP responses
AI Capabilities
Powered by QuantRidge AI agents
- Performance attribution narrative generation
- RFP and DDQ response drafting
- Market commentary and portfolio context writing
- Client at-risk scoring based on flow and engagement data
- Factor exposure change detection and alerting
- Regulatory filing preparation and data extraction
Connects with
How it works
A workflow built for how asset management teams actually operate.
Aggregate all portfolios
Connect custodians, prime brokers, and model delivery platforms. Get a consolidated view of all client accounts, composites, and strategies in one place — reconciled daily.
Measure and attribute performance
Calculate time-weighted and money-weighted returns, decompose alpha by factor and security, and compare against benchmarks — automatically and consistently.
Deliver client reports
Generate branded quarterly statements, GIPS composites, and custom performance reports for each client segment — with one-click distribution.
Grow and retain AUM
Use client analytics to identify at-risk relationships, surface upsell opportunities, and generate RFP responses with AI — so your team focuses on relationships, not paperwork.
Common use cases
How Asset Management teams use QuantRidge every day.
GIPS composite reporting
Build and maintain GIPS-compliant composites, calculate composite returns, and generate GIPS presentation reports for institutional prospecting.
Strategy drift monitoring
Automatically alert PMs when a strategy or sleeve drifts beyond defined tolerance bands — before clients notice or compliance flags it.
RFP response automation
AI generates first-draft RFP responses from your strategy data, performance history, and team bios — cutting response time from days to hours.
Client retention analytics
Score client relationships by AUM concentration, flows trend, and engagement level — so relationship managers know which clients need attention before they redeem.
Ready to see it in action?
Get a personalized demo for your Asset Management team, or start a free trial today.