One secure platform to manage the entire investment portfolio

Manage all investments on the same platform with Imagine’s flexible and open solution for family offices. Monitor, manage, and report the performance and risk of the entire investment portfolio and access customizable, scalable, and robust software, data, and analytics.

Underpinned by an extremely secure framework, partner with Imagine to ensure privacy and grow your family office.

Key benefits & functionalities

Best Fit for Family Offices

Full coverage for risk analytics, performance and contribution, cash flows (listed and OTC), and illiquid assets (GP/LP on Private Debt, Private Equity, Hedge Funds, Real Estate Funds & more)

Dashboards & Reports

Visualize risk and performance through impressive, intuitive interactive dashboards, or generate and share PDF reports with the team and family

Security

We strictly apply the world’s leading security protocol: ISO27001:2013

Integrated

Portfolio management, risk management and data are integrated to offer a single view of positions and risks in real-time

APIs

Open APIs so the investment team can respond quickly as markets change

Fully-Hosted SaaS

Gain scale without increasing your IT footprint, reduce running costs and total cost of ownership

Personalized Support

Our experts get to know our clients so they resolve issues faster, 24/5.5.

Data

Managed data to price and calculate risk on positions at any level of aggregation

Broad, Cross-Asset Coverage

Over 120+ product types and 8m+ unique securities

Bank of America selects Imagine for real-time risk, P&L and margin management
PAAMCO - Prisma signs with Imagine for risk management support, Risk-As-A-Service
CGS CIMB Securities - selects Imagine to replace legacy risk system
Tabula IM - an ETF provider - implements Imagine to manage its front-to-back capital markets activity
Mirae Asset Securities subscribes to Imagine's integrated platform to power its prime service business
GF Securities partners with Imagine for its new Global Market Division
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“Imagine’s powerful, customizable solution helped transform our business into a more effective and efficient operation”
Head of Operations, Kew Capital, UK
AsiaRisk Awards 2019 Sell-Side technology waterstechnology 2019 Awards Hedgeweek USA Award winner

News / Insights

See All

Meltdowns, Margin Calls, and a Risk-Oriented Mindset

If a firm does not have all of its positions modeled on the same risk platform, it cannot know its total risk. But strong tools and practices can help sell-side and buy-side firms alike to avoid creating dangerous conditions.

April 8, 2021

CASE STUDY: LiZen Asset Management

A start-up hedge fund in Hong Kong with a highly respected management team and extensive trading experience gains real-time portfolio and risk capabilities, wide coverage, and simplified client reporting with the Imagine platform.

March 23, 2021
Managing Margin - the Importance of Transparency

Managing Margin (Part 3) – The Importance of Transparency

Broker-dealers understand the importance of producing accurate margin calculations for their clients’ accounts, but they need to know more than just how much margin each client must post; they need to know why the margin system came up with a given result.

March 9, 2021

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Your rights and our commitments regarding your personal data are detailed in our Privacy Statement. We respect your privacy. Your email address and information will never be shared or sold.