Data Solutions
Take the Pain Out of Data Management
Harness our comprehensive data solutions to streamline operations, enhance accuracy, and drive informed decision-making across public and private assets.
Data Solutions
Take the Pain Out of Data Management
Harness our comprehensive data solutions to streamline operations, enhance accuracy, and drive informed decision-making across public and private assets.
Reduce Your Data Workload
PrimePlus integrates document collection, data processing, and advanced analytics into a single platform tailored for investment offices. Supporting a wide range of asset classes, including private assets, PrimePlus delivers timely, accurate data to inform critical portfolio decisions. With features like portfolio-company-level transparency for private capital, PrimePlus redefines what it means to have a clear, actionable view of your investments.
Private Capital Data
Access detailed metrics, including IRRs, cash flows, and valuation histories for private investments.
Liquidity Analysis
Evaluate cash-flow projections and liquidity across portfolios to align with spending needs and market conditions.
Custom Groupings
Organize data by type, vintage, or manager for tailored performance and exposure insights.
Manager-Level Transparency
Drill down into holdings, exposures, and fees across individual managers for granular analysis.
ESG and DEI Metrics*
Track and report environmental, social, governance, and diversity metrics across your investment portfolio. *For advisory clients
Risk Modeling Tools
Analyze and predict portfolio exposure and risk under various allocation scenarios.
Streamline Your Back-Office Operations
PrimePlus automates key back-office functions such as data entry, reconciliations, and transaction processing. This includes comprehensive support for private capital activities, valuations, and exposure tracking across all asset classes. By reducing manual tasks, your team can shift focus to high-impact initiatives while maintaining operational control.
Leverage Research by Prime Buchholz Experts
Access proprietary research and insights* from the investment experts at Prime Buchholz. PrimePlus connects you to recommended manager data, thematic research, and robust market analysis, enhancing strategic decision-making with a deep level of understanding. *For Prime Buchholz advisory clients
Measure and Improve Your ESG and DEI Performance
Track ESG and DEI metrics in PrimePlus* to help align your portfolio with your goals. PrimePlus answers your investment oversight needs by monitoring progress, addressing risks, and helping you to meet mandates with detailed, time-series reporting tailored to your organization. *For Prime Buchholz advisory clients
Other Solutions
Elevate Your Investing and Portfolio Management Experience
PrimePlus offers a single platform that aggregates multiple data streams and puts easy-to-use tools at your fingertips via simple “drag and drop” reports. It’s customization minus the coding.
Investment Office Solutions
PrimePlus investment management software integrates industry expertise and advanced technology to optimize your investment office operations. From seamless data aggregation to in-depth performance analytics, our platform empowers your team to focus on strategic goals.
Integrations
Eliminate complexity with a central data hub that integrates seamlessly with existing platforms. PrimePlus simplifies data management so you can focus on strategy.
Solutions
Get Started
How can PrimePlus transform your investment office?
We’d love to show you. Book a guided demo to see how it works.