Access real-time visibility into portfolio risk, liquidity, exposures, limits, cash positions, accounting analytics, performance attribution and P&L explanation. Advanced analytics help investment teams assess portfolio performance in the context of liabilities, capital requirements and evolving market conditions.

Manage fixed income portfolios, derivatives, structured products, private assets and other investment strategies on a single platform, with consistent analytics, valuation capabilities and workflows across asset classes.

Support expanding product portfolios, higher asset volumes and evolving regulatory and reporting requirements without increasing operational overhead. Streamline processes and automation across the investment lifecycle to improve efficiency and control.

Build on an open and adaptable architecture that gives you freedom of choice across deployment models, cloud providers and AI capabilities. With a powerful SDK and flexible integration framework, Sophis Invest can be configured, extended and connected to your operating model, helping you innovate at your pace while maintaining control over technology, data and governance.