Brick Road developed the Portfolio Vista software solution in 2023 in partnership with a private equity client who wanted to present real-time, highly secure financial data to their investors. Portfolio Vista manages $100M+ worth of financial investments in the cloud.

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Solution:

Portfolio Vista seamlessly manages financial investments and reporting with a dedicated investor portal. It enables investment managers and private equity groups to automate their capital management workflows and investor reporting.

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Results:

Portfolio Vista has transacted 1,000+ capital calls, eliminating clunky spreadsheets and human error - reducing risk.

1. 1,000% reduction in the average time it takes clients to process a capital call.
2. Eliminated a GIANT manual spreadsheet, replacing it with a cloud based solution.
3. Investor portal: Enhanced collaboration via real-time updates to clients.
4. Improved governance: Automated governance controls to decrease risk.

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