Ironfly Portal
Provides Consistent, Secure Cross-Team Portfolio Sharing and Collaboration
No more email and shared spreadsheets; includes multi-asset portfolio analysis, rebalance & tracking
Ironfly Portal is an easy, fast and secure way to share portfolio details with your team. Securely share portfolio analyses and updates in real time, with all stakeholders and anywhere in the world.
No more spreadsheets and email. Sign up now for free and begin using Portal within minutes.
Portal gives all team members a consistent, real time portfolio view at zero cost.
Secure Confidential Data & Save Costly License Fees
Improved Stakeholder Access
Portal is an ultra-lite position management tool that makes it easy to load your multi-asset portfolio holdings, do basic analyses and rebalancing, and then share these updates with other team members and key stakeholders.
The legacy PMS and OMS providers often charge additional seat license fees (for your CIO, risk officer, middle office, etc). Portal removes that cost, providing full, real-time visibility on portfolio status to team members. And does so at zero cost.
Reduced Information Leakage
If your firm is trying to avoid extra PMS/OMS seat license fees then sending spreadsheets via email is not the solution.
Your holdings data and strategy are confidential. Email and shared spreadsheets are significant information security risks.
The Ironfly Portal platform provides full team access with discrete user role control and two-factor authentication.
More Features & Data Integration
Portal provides multi-asset portfolio review and analysis, rebalance and order creation capabilities, and intraday performance tracking.
It is also a highly extensible platform that makes it easy to integrate alternative data, market intelligence, etc, and can fully leverage the strength of Ironfly’s data exceptional visualisation tools.
Asset Class Agnostic
Ironfly Portal supports ad-hoc symbol master and product data management; and allows for position holdings on a wide range of listed, OTC, and even bespoke asset types.
This includes equities, currencies, fixed income, futures, warrants, options and more. Normalise your portfolio across assets to see a combined view of risk and/or performance.
