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

“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
Managing Margin Part 2

Managing Margin (Part 2) – Drowning in Data, Sinking in the Support Effort

Those responsible for maintaining a margin system often feel that they are drowning in data management issues. In part two of this series we discuss ways to make margin calculations far more efficient and meet the firm’s need for answers in real-time.

January 19, 2021
Case Study: Tabula Investment Management

CASE STUDY: Tabula Investment Management

Innovative fund manager, Tabula Investment Management, implements the Imagine platform in under three months to launch new and manage existing fixed income ETFs.

January 11, 2021

WEBINAR: AIMA APAC Fund Manager Briefing

In this session, we will explore the topic of Hedge Fund compliance and explain how hedge fund managers can ensure complete compliance with regulations while achieving full optimization of their portfolios.

January 7, 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.