“We deliberately designed this platform for consumption, with powerful configuration and flexibility built-in.” Pirmin explains. “If you look at traditional Business Intelligence (BI) solutions or other tools in the market, they’re powerful in their features, but they look dated and they’re very hard to use. You have a lot of flexibility in building stuff, but as an end user, you’re often lost.”

This consumption-first philosophy permeates every aspect of the platform’s architecture. Rather than building on top of a generic, “super-flexible, difficult to understand database”, we structured our data with consumption in mind from the very foundation. The calculation engine actively simplifies complex client structures, creating what Pirmin calls “consumption-oriented data marts.” We retain an incredible flexibility with powerful configuration and quick adjustments, while also keeping the simplicity for the end user.

The principle is straightforward: let the engine handle the complexity automatically so users can focus on insights, not configurations. For example, when an investor needs to understand their ownership stake in an underlying company through a multi-layered structure—flowing through a managed fund, blocker entity, SPV, and feeder funds—our engine automatically traces the path, eliminates irrelevant intermediary structures, and presents the actual ownership percentage. No manual calculations. No spreadsheet gymnastics. Just the answer you need. It’s intelligence in the engine, simplicity in your hands.

On top of this intelligent foundation, we built a front-end interface designed specifically for ease of use. Clean navigation. Modern visual design. The ability to quickly access exactly the information you need without clicking through endless menus or writing custom queries. UXMA, the experts in user experience we partnered with received a clear mandate: create something that an end user can pick up and immediately understand.

This approach delivers something remarkable: users get pre-configured power that handles 99% of their analytical needs without requiring technical expertise, while the underlying engine manages all the complexity behind the scenes. For the rare edge cases that need something beyond what’s provided? Excel export is always available. But for the vast majority of users, those who simply want to understand their portfolios, track performance, and make informed decisions, the platform delivers exactly what they need, faster and more reliably than any system requiring constant configuration.

The beauty of this design is that users never have to compromise. They don’t sacrifice analytical sophistication for ease of use, because the sophistication lives where it should: in the engine processing their data, not in the interface they interact with daily.

Performance in a platform context means more than just speed, it’s about how responsive and fluid the entire user experience feels. The new platform delivers across every dimension:

Perhaps more importantly, we’ve fundamentally changed how fresh the data is. The platform now updates data daily or even multiple times per day. Processing 20 million data points per day isn’t just a technical achievement; it means users are making decisions based on current information, not stale snapshots.

This performance enhancement isn’t accidental, it’s a direct result of the new architecture. The modern tech stack, redesigned data routes, and optimized calculation processes all contribute to an experience that feels contemporary and professional. In an era where users expect applications to respond instantly, our platform now meets those expectations consistently.

The platform presents vast amounts of data, far more data points than most competitors offer out-of-the-box, but does so in ways that feel manageable and accessible. This is the payoff of putting intelligence in the engine: users get access to comprehensive, sophisticated analytics without needing to become data analysts themselves.

Our philosophy is clear: most users don’t need to build custom formulas on their platform. They need clean, accurate, pre-calculated data presented in intuitive ways. We serve that need exceptionally well, delivering the depth of analysis sophisticated investors require through an interface that respects their time and expertise.

The workflow engine represents what Pirmin calls “the ultimate tool for building workflows in whatever flavor we want.” These aren’t rigid, one-size-fits-all processes, but configurable workflows designed to match your specific business requirements while maintaining stability and reliability.

“Workflows need to be stable and work in all scenarios,” Pirmin emphasizes. “They need to be carefully thought through. Our approach gives you the flexibility to match almost any business process while ensuring everything works reliably.”

The workflow configurator provides remarkable flexibility: multi-department approval processes, external stakeholder reviews, complex document distribution requirements, the system can handle it all while maintaining the audit trails that regulated environments demand. Need a digitized process where your team reviews a PPM internally across multiple departments, shares it with external legal counsel for approval, and then distributes it to investors? The workflow engine handles it seamlessly, with full visibility into who reviewed what, when.

This multi-party collaboration capability sets the platform apart. Whether it’s GPs, administrators, legal counsel, or investors themselves, any stakeholder can be incorporated into the workflow. Everyone gets the appropriate level of access and responsibility, and the complete audit trail ensures compliance and accountability.

For operations teams, this transforms the platform from a reporting tool into a digital collaboration hub, a single environment where complex document review and distribution processes happen efficiently and transparently. The same principle that guides our analytical features applies here: sophisticated workflow logic behind the scenes enables simple, clear execution for users.

This is the platform AssetMetrix always envisioned but couldn’t build on our previous technology foundation. The three-year rebuild wasn’t just about achieving feature parity with our legacy system, it was about creating a foundation flexible and powerful enough to support continuous innovation going forward.

“The new architecture means we can develop and deploy new features much faster than before,” Pirmin notes. “What you see now is just the beginning. The platform will continue to evolve, adding capabilities and refinements based on what our clients need.”

For firms dealing with complex private capital structures, and let’s be honest, that’s virtually everyone in this space, the combination of processing power and usability represents something genuinely different. Not a back-office system trying to do reporting. Not a BI tool requiring technical expertise. But a purpose-built middle-office platform designed specifically for the way private capital professionals actually work.

The principle that guided our rebuild, intelligence in the engine, simplicity in your hands, isn’t just a tagline. It’s a fundamental design philosophy that influences every feature, every workflow, every user interaction. We believe this approach represents the future of private capital technology: systems that handle complexity automatically so that professionals can focus on insights and decisions rather than technical configurations.

We call it the most advanced platform AssetMetrix has ever offered. After understanding how it was built, why it was built this way, and what it can do, we believe you’ll agree. This is the platform that private capital deserves, sophisticated enough to handle any challenge, simple enough to use every day.