Portfolio Management

Customized and scalable solutions

Gain immediate
insight into your portfolios

Siepe’s platform aggregates disparate data sources to fuel deeper analytics, enabling asset managers to make more informed, strategic investment decisions.

Interactive Dashboards

Visualize your portfolio exposure and performance measures with varying dimensions of granularity and analytics

Dynamic Reporting

Adapt to changing business needs with intuitive, self-service, and customizable reporting views and analytics


Construct custom portfolios and benchmarks from multiple sources and bucket trades into strategies for deeper analysis


Rebalance your portfolio in real-time by fund or security in basis points, dollars, or shares


Track custom issuer financials and attributes to augment automated aggregate position and trading data across all sources


Streamline trade workflows with automated custom trade routing and short locates

“We have used multiple vendors in the past but the infrastructure, expertise and knowledge Siepe provides are unmatched. I no longer need people on staff to manage our IT infrastructure – it runs seamlessly 24/7.”

– Scott Coughlin, CTO, Seven Bridges Advisor

“We completely lucked out with Siepe. They have really brilliant people who understand and know this whole setup.”

– Steve K., Head of Operations, Single Family Office ($1.5 billion+ AUM)

“It would be strategic for us to stay with Siepe. They have had an extremely positive impact on our business.”

– Tony Moore, CFO, Anson Funds

“The executives do a great job of visiting clients. You can tell they care and are fully involved.”

– Debby LaMoy, COO, Hayman Capital Management

“If we didn’t switch, it would have been significantly detrimental to our business. I can’t even imagine what it would’ve been like if we didn’t switch, honestly. We would’ve definitely failed. There’s really no other way to think about it.”

– Steve K., Head of Operations, Single Family Office ($1.5 billion+ AUM)

“Siepe has been a key partner for us. I have recommended several firms to use Siepe. I keep in touch with those who are clients now and they’re all satisfied too.”

– Scott Coughlin, CTO, Seven Bridges Advisor

“Our firm signed on with Siepe after thorough due diligence, reference checks and qualifications. We started with a project that was a complex task: automating a process that had failed numerous times in the past. The project was very successful and Siepe is now a part of our daily operations. They are the engine that runs our business.”

– Tony Moore, CFO, Anson Funds

“Firms need to realize that there have been significant technological advances over the years and that there are cost-effective ways of managing IT infrastructure. Not many vendors out there that can do it – and do it right.”

– Steve K., Head of Operations, Single Family Office ($1.5 billion+ AUM)