Portfolio Management

Every investment decision starts with data – make yours count

Gain a competitive edge with SimCorp One's integrated platform. Access real-time data across all asset classes to make faster, better-informed investment decisions while streamlining your operational workflows.

Complete portfolio visibility when it matters most

Working with fragmented systems to manage your portfolios has become the norm—but at what hidden cost? Your teams spend valuable time reconciling data, switching between applications, and questioning which numbers to trust. When markets move quickly, these delays and uncertainties directly impact performance.

SimCorp One eliminates these inefficiencies by providing a single source of truth for all your portfolio data across multiple asset classes. With instant access to positions, analytics, and performance metrics across public and private markets, you can focus on investment strategy and alpha generation instead of hunting for accurate information.

The SimCorp One advantage for portfolio managers

Data-driven decisions

Access the same accurate, real-time data across front, middle, and back office -eliminating reconciliation issues and ensuring confidence in your investment decisions.

True multi-asset perspective

Manage both public and private assets on the same platform with consistent analytics and workflows, enabling genuine total portfolio management.

Investment process flexibility

Customize the platform to match your unique investment process rather than adapting your approach to system limitations.

AI Copilot in Action

SimCorp One AI Copilot provides deeper portfolio insights effortlessly. Instantly analyze your portfolios, compare historical performance, create visualizations, and build custom dashboards—all without navigating complex menus or remembering system commands.

Key Features