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Average Ratings 0 Ratings

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features
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support

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Description

Consolidate your data throughout the supply chain. During the data processing phase, all information is standardized from diverse file types, naming conventions, and columns to create a unified dataset. Typically, each point of data collection presents information in a distinct format, language, and structure. Lexi ensures that all data is streamlined into a single format and synchronized across all points of collection. After harmonization and cleansing, the data can be easily aggregated to create a unified view, allowing everyone to operate with the same information. Lexi’s Cloud Platform is equally adept at handling new products emerging from R&D as it is with established, ongoing products. Furthermore, our data analytics can deliver should-cost estimates that are accurate within +/- 5% for new products, even while they are still in the conceptual phase, demonstrating our commitment to precision and efficiency in data management. This capability not only enhances decision-making but also fosters collaboration across various teams.

Description

The Caissa Platform stands out as the premier investment analytics solution tailored specifically for institutional allocators such as endowments, foundations, OCIOs, pension funds, and family offices. With clients managing assets exceeding $1.7 trillion, our web-based platform empowers users to conduct comprehensive analyses, including exposure, risk, liquidity, attribution, and private equity modeling, across diverse multi-asset class portfolios. Our dedicated data team ensures that all forms of transparency data—ranging from investor letters and separately managed accounts to private equity information and 13Fs—are meticulously aggregated into the Caissa Platform. This data undergoes a thorough process of cleansing, harmonization, migration, and integration, resulting in a cohesive resource for users. By providing harmonized exposures that facilitate full aggregation across various asset classes and investment vehicles, our platform enables seamless execution of exposure, risk, liquidity, attribution, and quantitative analyses, enhancing decision-making for portfolio managers and their underlying investments. Ultimately, the Caissa Platform not only streamlines analytical processes but also enhances the overall investment strategy for its users.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Lexi Solution

Country

Sweden

Website

www.lexisolution.com/solutions/

Vendor Details

Company Name

Caissa

Founded

2009

Country

United States

Website

www.caissallc.com

Product Features

Product Lifecycle Management

Change Management No 
Compliance Management No 
Cost Tracking Yes 
Design Management No 
Document Management No 
Product Data Management No 
Project Management No 
Requirements Management No 
Supplier Management No 

Sourcing

Auction Management No 
Budget Management No 
Collaboration No 
Global Sourcing Management No 
Rfx Management No 
Spend Management Yes 
Supplier Management No 
Supplier Qualification No 
Supplier Risk Management No 
Supplier Web Portal No 
Template Management No 

Product Features

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds Yes 
Liquidity Analysis Yes 
Loan Portfolio Management No 
Market Risk Management Yes 
Operational Risk Management No 
Portfolio Management Yes 
Portfolio Modeling Yes 
Risk Analytics Benchmarks Yes 
Stress Tests Yes 
Value At Risk Calculation Yes 

Hedge Fund

Compliance Management No 
Contact Management No 
Investor Accounting No 
Investor Reporting No 
P&L Calculation Yes 
Partnership Accounting No 
Performance Analysis Yes 
Portfolio Analysis Yes 
Portfolio Management Yes 

Investment Management

Accounting Management No 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

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