Built for teams that invest across borders
Different teams use the same platform in different ways. Find the workflow closest to yours, then ask us to demo it end to end.
One consolidated, defensible view of family wealth
Holdings across banks, entities and currencies need to roll up into one picture that principals and trustees can trust, without a monthly reconciliation marathon.
- Legal entities, bankers and cash accounts modelled explicitly
- Native-currency holdings reported in a base currency
- Private equity deals beside public positions
- Role-based access, so each person sees only what they should
- Cash reconciliation across ledger, snapshots and derived balances
GCC-ready, with the markets and currencies you actually hold
Portfolios split across Kuwait, Saudi Arabia, the UAE, Qatar and international markets need correct currencies, reliable rates and reporting that boards can follow.
- Gulf exchanges (KSE, Tadawul, DFM, ADX, QSE) alongside the US, UK, India, Hong Kong, Japan and Germany
- Native KWD, SAR, AED, QAR, BHD and OMR with correct decimals
- FX refreshed daily, with a supplemental source for GCC currencies
- Dividend monitor, register and allocation by legal entity
- Board-ready CAGR, TWR and XIRR with a full reconciliation
Performance you can reproduce for every client or mandate
Clients ask why a number changed. CapLens derives each figure from lot events and nightly snapshots, so you can show your working.
- Time-weighted return chained only at external flows
- Point-in-time positions for any date
- Attribution by stock and sector, benchmark comparison
- Allocation, exposure and valuation reports
- Approval workflow and audit log for every posting
Research that connects to the live book
Move from screens to baskets to validated deployment plans without exporting to a separate environment, then compare against what you actually hold.
- Screener, mean reversion, defensive and custom baskets
- Trust report: out-of-sample, regimes, bias and execution drag
- Historical deployment study and staged entry plans
- Background jobs with progress and telemetry
- Basket analytics: underwater, stress windows and benchmark comparison
Tell us how your team works
We will tailor the demo to your structure, your markets and your reporting.