Asset Managers
Client-facing market commentary with correct methodology. Yield curves, risk metrics, and performance charts.
The boutique asset manager's tooling gap
Boutique asset managers and family offices produce sophisticated client-facing commentary but often lack the technology budget of larger firms. Bloomberg Terminal access alone costs $24,000/year per seat. Enterprise factsheet automation tools start at £20,000/year and require months of implementation.
The result: world-class investment management paired with Excel-screenshot-quality client materials. The analysis deserves better presentation.
What Quadesto provides
Portfolio performance visualization: Upload NAV data and Quadesto generates equity curves, drawdown charts, rolling return analysis, and risk-adjusted metric displays.
Market context: Connect FRED for yield curves, credit spreads, and macro indicators. Connect Alpha Vantage for benchmark comparisons. All charts update automatically.
Risk analytics: Quadesto's computation engine calculates Sharpe ratio, Sortino ratio, maximum drawdown, VaR, and rolling beta from your return data. Display these as interactive charts or metric cards.
Attribution: Upload factor exposure data and Quadesto visualizes sector allocation, style tilts, and performance attribution.
Client-facing output
Every Quadesto chart can be exported as:
• A branded PDF page for quarterly reports
• An interactive embed for your client portal
• A high-resolution PNG for presentations
The embed option is particularly powerful: clients access your portal, see live charts, and can explore the data. This is the kind of experience large asset managers provide via proprietary tools — now accessible at £149/month.
The methodology difference
When your chart says 'yield curve,' it should be correctly interpolated. When it says 'Sharpe ratio,' it should be calculated using the industry-standard formula (not a simplified version). Quadesto applies correct financial methodology automatically — monotone convex for yield curves, Cornish-Fisher for VaR, proper annualization for performance metrics.
This matters because your clients — high-net-worth individuals, pension funds, endowments — will scrutinize the numbers. Quadesto's computation engine is built from the same methodologies published in CFA curriculum and used by institutional systems.