institutional investors

Portfolio analytics and data management for institutional investors

Discover the full potential of your alternative investments.

  • Automate and accelerate your data acquisition process  
  • Increase reliability and transparency of your data
  • Grow the value of your data asset over time
Unlike other vendors, Accelex doesn’t use cumbersome templates, or black-box generic AI. Instead, we harness the power of specialized AI, focused on private markets — with full human audit and control.
Phillip Mortimer, CTO and Chief Scientist, Accelex
Some of our private market clients: AIMCo, Amundi, Arctos, Northern Trust, CNID, Trans Canada Capital, Universal Investment

Benefits and features for institutional investors

  • Automated portfolio transparency
    Our proprietary AI technology specializes in the complexities and security requirements of private markets data.

    We automate processing of GP performance reports, and transform complex performance and investment data into actionable insights.

    This allows you to see underlying portfolio asset dynamics with unmatched clarity.

    Our clients use Accelex to enable effective risk management, support their investment hypotheses, and to help assess manager valuations.

  • Simplified
    fund accounting
    Accelex ensures your financial reports can be delivered fast, reliably, and with the highest level of detail.

    When accuracy and timeliness are critical, our automation tools streamline the flow and extraction of accounting and cashflow data, down to the most granular level provided by fund managers.

  • Real-time portfolio monitoring
    Accelex's portfolio monitoring platform delivers an unprecedented level of transparency, insight and auditability.

    It allows you to track performance and risk of your investments at any level, from portfolio to commitments to underlying companies. You have full and immediate visibility of the source for every data point.

  • Unmatched
    secondaries pricing
    Accelex offers fast and direct access to the data you need for due diligence

    You can produce portfolio valuations, or pricing of secondaries deals faster and more accurately than ever before.

  • Document flow
    automation and
    monitoring
    Accelex automates document acquisition from a multitude of sources. We use our proprietary AI to intelligently categorize and label your documents.

    You can track document delivery across your fund operations and route documents to relevant workflows and teams.

    This reduces potential for error and frees up valuable time for your team.

  • Seamless integration
    with existing tools
    Accelex understands the value of your existing technology ecosystem.

    We seamlessly integrate with leading institutional investor platforms –from investor portals to PMS and 3rd party data analytics.

    This ensures your preferred workflows are supported, and your existing solutions are supplied with highest quality data.

How we deliver customer success 

for institutional investors


We recognize the complex challenges faced by large institutional investment management firms. Our commitment is to deliver tailored institutional investment solutions that ensure lasting success. Our team builds close working partnerships through an agile implementation process, providing discovery workshops, hands-on training, and ongoing support.

With a focus on efficient data management for institutional investors and the delivery of cloud-based data management, we have successfully completed onboarding in as little as four to six weeks. We enable powerful institutional portfolio analytics and help you achieve your strategic goals.

Take control of your institutional portfolio data


Ready to gain deeper insights and make more informed decisions?
Book a demo today to experience the full potential of our cloud-based data management platform, specifically for institutional investors.
Get in touch
“Our focus is providing innovative investment solutions and competent advice to help institutional investors build a sustainable and successful investment strategy.

With Accelex’s cutting-edge technology solutions we can focus our efforts on delivering exactly this, without the need for the highly manual process of data extraction, analytics and reporting”.
Christian Schnabel
Managing Director
Golding Capital Partners

FAQs about institutional portfolio analytics & data management


We understand you may have questions about how Accelex can transform your approach to institutional portfolio management. Here are some frequently asked questions to clarify our solutions, how we work, and how Accelex can improve your decision-making through cutting-edge data management and advanced analytics.
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What are the biggest challenges in institutional investment management?

Why is it difficult to get accurate insights from private market investments?

How does Accelex help with institutional portfolio analytics?

What type of data does Accelex manage for institutional investors?

How does the Accelex platform work?

What are the benefits of using Accelex for institutional investment solutions?

Can Accelex improve our institutional portfolio performance?

How long does it take to implement the Accelex platform for institutional investors?

Can Accelex integrate with our existing institutional systems?

How does Accelex protect our sensitive institutional portfolio data?

Who uses Accelex for institutional data management?

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