Portfolio management

Capture, store and search all information and files related to your portfolio. Easily manage and keep track of a wide range of portfolios, from private equity investments, real estate assets or trademarks.

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Data capture, access and maintenance

Create highly flexible spreadsheets and databases for easy data capture, access and maintenance of portfolio assets. Easily filter asset information by certain criteria to quickly gain a view and comparison of specific data you need relating to one or more assets.

 

Data capture, access and maintenance

Everything in one place

Everything in one place

Maintaining everything within one online space means that you no longer have to work in multiple platforms, emailing spreadsheets around, and manually updating portfolio metrics. Workflows are efficient, costs are streamlined, and security is tightened.

Detailed reports and auditing

Detailed reports and auditing

Audit every file and action using criteria such as date, user, organisation, folder, file or action. It’s easy to review the full version history of a file or see who has accessed it, sent a link or read a particular version.

Create your own bespoke business solutions

A collection of business solutions you can build using HighQ’s solutions, including portfolio management.

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Advanced permissions

Control permissions at a granular level and manage access to rooms, folders and files for buyers, sellers, and advisors. Sensitive documents can be protected with digital rights management for watermarking and to disable saving, printing and copying with no need for client side plugins.

Advanced permissions

Investment portfolios

Investment portfolios

Track post-investment metrics to better manage your investments and optimise the timing of your exit. Create a scoring system to review and alert investment “outperformers”, “on-target performers” and “under performers”. Use automated workflow tools to set notifications and tasks based on performance

Enterprise-grade security

HighQ is ISO 27001 certified and our products are independently audited and tested. We are trusted by many of the world’s leading law firms, financial institutions and corporations to securely exchange sensitive information on business-critical, time-senstive transactions.

Enterprise-grade security

Manage a range of portfolios using:

HighQ Collaborate