Empower your investment strategy with our comprehensive ecosystem of AI-augmented modules.
Private Equity
Portfolio Companies
Equip your portfolio companies with the tools and insights needed to enhance their productivity and fulfil their compliance requirements.
General Partners
Leverage our ESG & Sustainability and Compliance Core to streamline operations and capture new market opportunities efficiently.
Asset Management
Our platform offers a comprehensive suite of modules that enhance portfolio management and compliance efficiency. From dynamic ESG data integration and scoring, to robust compliance, Compass helps you navigate complex regulatory landscapes while maintaining adherence to ethical standards.
Wealth Management
Empower your wealth management services with the advanced capabilities of Compass. Tailored to support high-net-worth and retail clients, our platform delivers bespoke solutions that ensure personalised portfolio oversight and insightful, client-ready presentations.
Compass Cores
Our Compass platform offers a suite of tailored modules designed to enhance every aspect of your investment operations. Streamline your workflows and unlock new potentials with:
Manage your portfolio's ESG responsibilities with precision using Compass. Our ESG module allows you to collate disclosures, track portfolio companies' ESG credentials, and integrate third-party ratings and scores, enabling informed decision-making and portfolio management.
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Provide your portfolio companies with objectives and tools they need to achieve your sustainability goals.
We possess deep knowledge of ESG principles and the latest regulatory frameworks, enabling us to precisely tailor our solutions to align with your specific internal ESG workflows.
Equipped with pre-built CSRD, SFDR, SASB, and EU Taxonomy questionnaires and data collection tools, our platform offers immediate access to the essential information both your internal stakeholders and investors require.
Simplify your compliance processes with Compass—effortlessly collate, track, analyse, and file all compliance-related documents and data. Our module simplifies complex compliance requirements, reducing the risk of errors and enhancing overall efficiency.
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Effortlessly identify and manage excluded investments to ensure your portfolios align with ethical standards and regulatory requirements such as UNGC violations.
Our module adapts to fit your operational style, enhancing your team’s efficiency while ensuring full compliance with industry regulations. Streamline approvals, audits, and reporting with tools designed for intuitive and effective compliance management.
Maintain a clear and auditable trail of approvals with our comprehensive tracking system. This feature supports transparent governance by recording every approval action, providing you with a detailed history that is essential for regulatory reviews and internal audits.
Transform data into decisions with Compass's powerful BI tools. This module simplifies the management of vast data lakes, providing quick and easy reporting capabilities for both clients and regulators, ensuring transparency and clarity.
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Seamlessly integrate and manage your data lakes with Compass. Our module enables you to define and categorise data effortlessly, ensuring that every piece of information is optimally utilised. This advanced integration capability supports real-time data aggregation from diverse sources like Snowflake, and Databricks enhancing the richness and accessibility of your data for strategic decision-making.
Unlock powerful insights with Compass's sophisticated BI tools. Analyse trends, draw actionable insights, and visualise data with ease. Our platform empowers you to manipulate large datasets and generate compelling reports, helping you understand market dynamics and make informed decisions swiftly.
One-click reporting to generate polished, comprehensive presentations tailored to stakeholder preferences, including formats like PowerPoint. Leverage our AI-driven tools to create impactful, visually engaging reports that clearly communicate your analysis and findings, saving you time and enhancing communication with clients.
Compass is an integrated platform designed to empower your investment workflow and enhance operational efficiency across ESG management, compliance, reporting, and operational optimisation using cutting-edge cloud technology.
Tailored to your firm
Integrates into your workflow with any existing APIs
Secure Cloud scalability to grow with your firm
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