↗   Investment Groups

See the whole portfolio without losing entity detail.

Unify finance, governance, investments, assets, projects, and performance reporting across holding companies and operating entities.

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Connected solutions

Operate the group as one intelligent enterprise.

Multi-Entity Finance

Standardize charts, currencies, periods, intercompany, and consolidation.

Investment Portfolio

Track positions, valuations, returns, commitments, distributions, and risk.

Treasury & Cash

See group liquidity, bank positions, forecasts, facilities, and exposure.

Governance & Approvals

Apply group policies, authority matrices, workflows, and audit trails.

Asset & Project Oversight

Connect investments to operating assets, projects, budgets, and returns.

Executive BI

Compare entities, sectors, budgets, forecasts, and portfolio performance.

Group-wide control

From entity operations to board intelligence.

Standardize

Common master data, policies, controls, and reporting structures.

Operate

Entity-level finance, procurement, projects, assets, and people.

Consolidate

Automated eliminations, currency translation, and group reporting.

Decide

Live portfolio dashboards, forecasts, risk, and return analysis.

Business outcomes

Stronger governance. Faster decisions.

Group visibilityMove from consolidation to transaction detail.
Consistent controlApply policy without limiting entity operations.
Better liquidityForecast and optimize cash across the group.
Portfolio intelligenceCompare risk, performance, and return in real time.

Connect your group on one platform.

Explore a Logix model designed for your entity structure.

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