· For Institutions
Bespoke portfolio
systems, delivered.
Funds, family offices and UHNWI desks running mandates of consequence. We replace the patchwork of vendor data, PDFs and spreadsheets with one platform, branded for you, modelled to your book, governed by your compliance.
$ 220K
median annual vendor cost replaced by Palance
6×
faster month-end on a mid-sized fund book
11
asset classes natively modelled, public + private
90 days
from kickoff to live, with white-glove onboarding
01 / The pattern
You pay too much.
Then you do it by hand.
We've seen the same shape across dozens of institutional shops. Hundreds of thousands of dollars on data vendors. Then hundreds of hours on manual reconciliation, recalculation, restatement and report-writing, done by the most expensive people in the building.
Today
- ×3–5 vendor terminals, none of them aligned on identifiers
- ×Daily exports into a shared drive of spreadsheets
- ×Quarterly client reports drafted in Word, regenerated by hand
- ×Private-book valuations re-keyed from administrator PDFs
- ×Risk decks rebuilt from scratch for every committee meeting
- ×Performance reconciled against custodian one ticker at a time
With Palance
- ✓One canonical position store, with full provenance & history
- ✓Public + private books in one risk and attribution model
- ✓Client-ready reports generated to your house template
- ✓Continuous reconciliation against custodian feeds
- ✓Committee packs, board packs, regulator packs, one click
- ✓Custom analytics & dashboards your team can shape in-product
02 / Capability
One platform.
Every book.
Modelled for the realities of institutional capital, multi-entity, multi-currency, multi-asset, multi-mandate.
01
Public market analytics
Equity, fixed income, FX, listed derivatives. Factor exposures, attribution, scenario, risk decomposition.
02
Private markets
PE, VC, private credit, real estate, infrastructure. NAV roll-forward, J-curve, vintage benchmarking.
03
Alternatives & crypto
Hedge fund of funds, structured products, digital assets. Look-through to underlying exposures.
04
Client reporting
Branded statements, fund updates, factsheets. Bilingual. Watermarkable. Versioned and audited.
05
Risk & compliance
Mandate guardrails, breach detection, audit trails, segregated entitlements per desk and per client.
06
Bring-your-own
Custom models, custom benchmarks, custom dashboards. We extend the platform around your IP, not replace it.
03 / Simulation
Counterfactuals for
real mandates.
Test policy weights, rebalance schedules and proposed holdings against the actual book and its selected benchmark.
Change the rules. Keep the evidence.
- Compare true, static and periodically rebalanced portfolio histories.
- Model equal-weight, target-weight and proposed-position alternatives.
- Reframe every chart over the committee's chosen analysis period.
- Review performance, risk, drawdown and rolling benchmark relationships together.
Portfolio simulation
Jan 2021 to Jul 2026
Rebalanced+52.1%ACWI benchmark+34.7%
Annualised return12.4%
Annualised risk16.7%
Max drawdown−17.9%
04 / Engagement
How we partner.
01
DiscoveryWeeks 1–2
A two-week deep-dive with your investment, ops and tech teams. We map your book, your reports, your vendors, your pain.
02
ModellingWeeks 3–5
We instance Palance against your book. Custom identifiers, custom entities, custom mandates. You see your real numbers from day one.
03
Co-buildWeeks 6–10
Your house templates, dashboards, attribution models, and any bespoke analytics, built side-by-side with our engineers.
04
Go-liveWeeks 11–13
Cutover, user training, vendor decommissioning. We run two reporting cycles in parallel before you ever switch.
05
ContinuousOngoing
Quarterly working sessions, dedicated partner, SLA-backed support. The platform grows with your firm.
05 / Posture
Built for the scrutiny
your firm operates under.
Read-only by design
Palance never holds custody, never moves funds, never trades on your behalf.
Hosting architecture
Production regions and residency controls will be confirmed during deployment.
Audit & lineage
Analytics are designed to retain source and timestamp provenance.
Entitlements roadmap
Role and portfolio-level access controls are planned for institutional deployments.
06 / For Institutions
Let's see your book.
We typically start with a confidential walkthrough, your portfolio, your reports, our platform. Ninety minutes. No deck.