A Comprehensive Platform for Portfolio Intelligence & Reporting
Lightkeeper takes the pain out of managing portfolio data, brings serious computational horsepower to the user, and turns static reports into dynamic, data-driven analytics.
Our fully integrated, end-to-end platform enhances data accessibility and reliability while delivering comprehensive reporting, advanced analytics, and on-demand data exploration.
CAPABILITIES
The Clear Advantage of
Multiple Perspectives
Whatever your size, strategy, or asset mix, Lightkeeper offers flexible, secure access to the data that drives your investment process and your business.
Run performance reports, compare portfolios to indices and drill down to the individual position level. Define and configure highly complex analyses immediately and see results in seconds.
Yes we can.
Deliver Value Across Your Firm
Whatever your role in the firm, Lightkeeper increases your efficiency and ensures data accuracy and analytical flexibility.
From the investment team to investor relations to other professional functions across your organization, our award-winning platform is designed to support a broad array of roles and use cases.
Data platform
Why data
comes first
If you can rely on the quality and breadth of your data, then you can create reports, analyses, and presentations with ease. Whether you need to answer investor questions or address internal requirements, Lightkeeper deftly handles your data, so you can focus on what drives your performance and manage what matters most to your business.
At Lightkeeper we think data should be:
Focused
Purpose built by Lightkeeper for the investment community
Comprehensive
Portfolio, market, and proprietary data in one place makes it more valuable and quicker to gain insights.
Expandable
Lightkeeper continuously evolves its customer driven features to stay ahead of the ever-changing investment landscape and meet tomorrow’s data needs, today.
Automatic
Removing manual processes accelerates data flows and improves consistency and speed. Triggered alerts ensure you get the information you need when you need it.
Simple
Quick to deploy, intuitive to use, and easy to adopt with immediate benefits.
Analytics + Exploration
Dynamic, Flexible and
Configurable
Leverage relevant quantitative metrics to evaluate your investment process including attribution, exposure, risk, and behavioral analytics.
Easily perform ad hoc inquiries across any timeframe allowing for key analyses such as ‘what if’ scenarios, trading analytics, simulations, analyst scorecards, factors, idea management, and powerful behavioral analytics.
Insights + CUSTOM Reporting
Intuitive, Interactive and
Impactful
Visualize, validate, and refine your investment ideas with ease. Run automated reports, dig deeper, and look at data in new ways.
While you can get started quickly with out-of-the-box analytics, Lightkeeper empowers you to configure and model your own custom reports and ad hoc inquiries with our intuitive, user-friendly interface.
SECURITY
Your Data Protected in Your Environment
All of your portfolio, market and proprietary data will be securely stored in your own private cloud and never commingled with any other client’s information.
You can also choose to virtualize the entire platform behind your four walls. From multiple single sign-on providers to highly configurable network and content permissions, Lightkeeper can meet your security needs.
Implementation
Getting Started is Simple
Onboarding Lightkeeper is a fast, collaborative process.