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Colmore updates private markets portfolio monitoring platform

Colmore, a service and technology provider for private market limited partners (LPs) and allocators, has launched HELIOS 3.0, an updated version of its real-time portfolio monitoring platform, designed for private market portfolios.

Colmore, a service and technology provider for private market limited partners (LPs) and allocators, has launched HELIOS 3.0, an updated version of its real-time portfolio monitoring platform, designed for private market portfolios.

HELIOS 3.0, delivers new features and functionality that Colmore says aim to improve transparency, flexibility and control for private market investors, all driven by a brand-new investment data model.

With the introduction of Fund Look Through, investors can now create customised views of their portfolio right down to individual investments. The calculation basis of a given view can be selected and portfolio views can be saved, analysed and shared within the platform. 

Power BI has been integrated within the platform enabling even more custom reporting, while HELIOS 3.0 also brings further integration with Preqin with the introduction of fund- and holdings-level performance benchmarking.

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