Powerful, Unified Portfolio Management Solutions

Optimize your trades and holdings with comprehensive and customizable analytics across the enterprise

Optimize Your Portfolio Management Through Customization, Visibility, and Rapid Adjustments

Between fast-moving markets, growing costs, and constant pressure to trade and manage new instruments and asset classes, today’s portfolio managers are facing an array of challenges. Give them everything they need to succeed through a powerful suite of testing, analysis, and allocation tools.

Why Work with
Beacon to Optimize Portfolio Management?

Our portfolio management solutions help your teams stay informed, identify their next moves, and adapt to changing market conditions.

Comprehensive Monitoring

Gain a consolidated view of risk across all asset classes and portfolios

Flexible Modeling

Readily evaluate portfolio risk and run complex scenarios with the ability to integrate proprietary, Beacon-native, and third-party models into a single view

Immediate Transparency

View and share data and analytics in real time across different teams, trading desks, and externally to clients

A Single Source of Truth

Work within a unified platform that consolidates data from a variety of different systems and sources

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Portfolio Management
Solutions Built for Any Challenge

We’ve built a customizable suite of applications and modules that cover the full trading lifecycle, providing the tools you need to evaluate potential deals, manage risk across all asset classes, and optimize portfolios.

Pre-Trade Analytics

Price trade ideas, construct sample portfolios, and run risk analyses on any mix of instruments and asset classes

Book and Portfolio Editor

View your portfolio and manage portfolio and book hierarchy via a centralized dashboard

Strategy and Stress Testing

Identify and assess potential risks by simulating portfolio performance under a range of market conditions

Scenario Analysis

Model the effects of any set of market or macroeconomic conditions on a portfolio’s value, returns, and risk profile

Pricing and Risk Reports

Scale and orchestrate on-demand and end-of-day reports with elastic compute pools that automatically scale up or down

Comprehensive Coverage

Leverage cross-asset portfolio management solutions for equities, fixed income, FX, credit, alternatives, commodities, and more

Portfolio Management Solutions in Action

News and perspectives on how our portfolio management solutions fuel real-time insight and more informed decision-making

March 9, 2025
Beacon Platform

With more than $400 billion flowing into hedge funds each year, portfolio and risk managers are under continual pressure to manage increasing capital allocations and

June 3, 2024
Beacon Platform

Learn how a global digital and alternative asset manager is using Beacon’s customization capabilities to quickly comply with regulatory reporting requirements, building credibility and expanding

May 9, 2024
Beacon Platform

Learn how a global physical energy supplier is building on top of Beacon’s out-of-the-box frameworks to deliver much higher confidence in the company’s risk exposure.