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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Managing portfolios can be intricate, yet your approach to decision-making can remain straightforward. Aucerna Portfolio serves as an integrated analytic tool within our ecosystem, designed to assist in assessing choices related to strategy development, portfolio management, capital allocation, and mergers and acquisitions. By utilizing Aucerna Portfolio, organizations can enhance their portfolios while gaining valuable insights into performance potential and strategic options at both corporate and business unit levels. This process takes place while considering existing business objectives, risks, uncertainties, and the overall company framework. Streamline teamwork with our specialized cloud energy ecosystem tailored for exploration and production operators in the energy sector. Leverage the cloud to implement robust, constraint-based optimization algorithms that tackle intricate portfolios effectively. Additionally, generate a variety of strategic scenarios that investigate the performance capabilities of your entire portfolio, and optimize outcomes using customized operational and financial goals as the basis for your optimization functions or constraints. Ultimately, this holistic approach not only boosts efficiency but also enables informed decision-making that aligns with your strategic vision.

Description

Rundit automatically generates a LP Report based upon InvestEurope guidelines and ILPA guidelines. This allows for easier sharing with limited partners. Impress your LPs by providing concise updates from portfolio companies and fund performance figures. Setting goals and anticipating every phase of business growth will help you stay ahead of your investment. You can easily compare the actual and forecasted values by adding a forecast row to each KPI in the company metrics table. You can choose from the many metrics available or create your own. Rundit can help you with financials, balance sheets items, marketing metrics, and ESG metrics. Rundit's state of the art portfolio management software supports 17 transactions and automatically calculates your Gross Income, Money Multiple, Fair Valu, Fair Value, Ownership or Invested Amount.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$299 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Aucerna

Founded

2005

Country

Canada

Website

aucerna.com/software/aucerna-portfolio/

Vendor Details

Company Name

Rundit

Founded

2015

Country

Finland

Website

rundit.com

Product Features

Oil and Gas

Compliance Management
Equipment Management
Inventory Management
Job Costing
Logistics Management
Maintenance Management
Material Management
Project Management
Resource Management
Scheduling
Work Order Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives

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