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

How a Stressful Election Could Stress Your Portfolios

Most market observers agree that the many uncertainties swirling around the US Presidential election are likely to generate volatility in the US equity market that could last well beyond November 3rd.

October 16, 2020
When the market flips its lid, what does it mean for LDI?

When the Market Flips its Lid, What Does it Mean for LDI?

An area of investment management that is particularly exposed to changes in interest rates (nominal and real) is the world of Liability-driven Investing (LDI). This eBook provides an overview of the concept, and then dives into the key questions regarding risk management for liability-driven investing and provides technology tips.

October 12, 2020
Thinking about building a volatility surface? Think again.

Thinking about Building a Volatility Surface? Think Again

At first glance, constructing a volatility surface looks like a straightforward exercise – a closer look reveals there is a great deal more to consider.

September 14, 2020

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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.