Innovation Intelligence
FolioSure is a comprehensive and secure portfolio monitoring & reporting digital solution that provides general and limited partners with accurate data tracking capabilities and a comparison of portfolio performance.
Solution Benefit
Automate and Simplify
Streamline your marketing compliance workflow, reducing manual workloads and errors.
Stay Ahead of Regulations
Proactively manage compliance with realtime updates and comprehensive rule checks.
Improve Operational Clarity
Gain full transparency into your compliance status with detailed, customizable reports.
Facilitate Collaboration
Enable seamless, concurrent reviews across departments, improving efficiency and coordination.
Optimize Resource Allocation
Achieve cost savings and allocate resources more strategically with efficient, automated processes.
Adapt to Your Needs
Fully customizable features ensure the tool fits perfectly with your specific compliance requirements.
Solution Features
Streamlined data aggregation
Consolidate financial and operational data from multiple sources leveraging Acuity’s managed
Advanced analytics & visualization
Enable users to visualize data through interactive charts and drawing meaningful analytics using BI tool integrated
Excel Plug-in
Enable users to pull key financials and other metrices from FolioSure directly into excel models and templates.
Valuation module
Inbuilt valuation module to value underlying portfolio companies using trading & transaction comparable.
Data Digitization
Integrated with AI/ML based data extraction tool to automate data capturing from PDF fund reports and portfolio
Dynamic KPIs and Formula Builder
Dynamic KPIs can be created within FolioSure by applying formula and using existing static KPIs & financial line
Configurable Reporting Templates
Simplifies client and internal reporting requirements using robust, built-in automated reporting tools.
ESG Module
Enabling user to design their own bespoke ESG templates which can be based on ESG reporting framework including SFDR
Audit Trail
Enabling users to open the source file from where information or data has been extracted to be able to review and
Customer Testimonials
The digital marketing team has been very responsive to requests and particularly helpful in navigating through multiple country market content in several languages. The team has been clear in its communications on progress of work and any workload concerns.
Senior Marketing Manager
US investment management firm
I'm very happy with Acuity's response to our recent training, taking on more complex email campaign build tasks while still maintaining good work quality.
Marketing Automation Strategist
US investment management firm
Product Demo
Consolidate financial and operational data from multiple sources leveraging Acuity’s managed services solution, ensuring accurate and timely reporting.
Our Perspective View More
A comprehensive guide to conducting user experience studies
Asset managers should shift LIBOR transition planning into high gear
Demystifying internal carbon pricing approach
Preserving Biodiversity – The next big challenge after climate change
The impact of Sustainable Finance Disclosure Regulation
Hidden dragons emerge : a new exchange in Beijing for SMEs
A comprehensive guide to conducting user experience studies
Asset managers should shift LIBOR transition planning into high gear
Demystifying internal carbon pricing approach
Preserving Biodiversity – The next big challenge after climate change
The impact of Sustainable Finance Disclosure Regulation
