Ndovu PRO
Professional-grade investment management.
Advanced tools, institutional reporting, and compliance frameworks for investment professionals, wealth advisors, and institutional managers in Kenya.
Professional Features
Tools built for professionals.
Sophisticated analytics, compliance reporting, and institutional-grade features designed for investment professionals managing significant assets.
Portfolio Analytics & Reporting
Performance Attribution
Understand exactly where returns come from. Attribution analysis by sector, geography, strategy, and individual holding.
Risk Analytics
Value-at-Risk (VaR), volatility analysis, correlation matrices, and stress testing capabilities. Institutional risk frameworks.
Custom Benchmarking
Compare portfolio performance against custom benchmarks, peer groups, and market indices. Real-time performance tracking.
Advanced Charting & Analysis
Multi-period analysis, technical overlays, correlation heatmaps, and customizable dashboards for deep insights.
Client Reporting Suite
Automated client reports, white-label options, customizable formats, and multi-period performance summaries.
Compliance & Documentation
CMA Compliance Suite
Built-in CMA requirement templates, regulatory documentation, and audit-ready compliance frameworks.
Investment Policy Statements
Templates and tools to document investment objectives, constraints, and governance structures.
Transaction Audit Trail
Complete transaction history, timestamped records, and regulatory-compliant documentation for audits.
Fee & Expense Tracking
Transparent fee management, expense allocation, and regulatory reporting for institutional clients.
Data Privacy & Security
GDPR compliance, data encryption, role-based access controls, and institutional-grade security standards.
Advanced Tools
Institutional-grade capabilities.
Model Portfolio Construction
Build strategic asset allocation models for different client profiles. Test allocations across market scenarios with backtesting capabilities.
Tactical Overlay Management
Implement tactical adjustments to strategic allocations. Track tactical vs. strategic positioning with detailed analytics.
Manager Due Diligence
Frameworks for evaluating fund managers and investment vehicles. Track manager performance and conduct operational due diligence.
Multi-Currency Management
Sophisticated currency exposure tracking. Hedging strategy implementation and FX impact analysis on portfolios.
ESG & Impact Investing
ESG scoring for portfolio holdings, impact metrics tracking, and sustainable investment strategy tools.
Institutional Risk Framework
VaR calculations, stress testing, correlation analysis, and Monte Carlo simulations for institutional risk management.
Asset Allocation Optimization
Mean-variance optimization, Black-Litterman models, and constrained optimization for portfolio improvement.
Fee Benchmarking
Compare your fees against peer groups and market standards. Ensure competitive pricing for institutional clients.
Performance Persistence Analysis
Track fund and manager performance persistence. Identify which managers deliver consistent outperformance.
Governance & Compliance
Institutional governance frameworks.
CMA-compliant governance structures, investment policy statements, and audit-ready documentation for institutional investors.
Investment Governance
Investment Committee Framework
Tools and templates for investment committees. Agenda setting, decision documentation, and governance best practices.
Fiduciary Responsibility
Documentation of investment decisions, suitability analysis, and fiduciary duty compliance for institutional management.
Policy Implementation
Tools to implement and monitor adherence to investment policies and guidelines across all accounts.
Conflict of Interest Management
Systems to identify, disclose, and manage conflicts of interest in a compliant, documented manner.
CMA & Regulatory Compliance
CMA Reporting Requirements
Automated CMA reporting, regulatory filing preparation, and compliance checklists for all institutional requirements.
KRA Tax Compliance
Tax reporting and documentation for institutional investors. Capital gains, dividend, and withholding tax tracking.
Audit Preparation
Audit-ready documentation, complete transaction trails, and compliance evidence for external audits.
Anti-Money Laundering (AML)
KYC documentation, beneficial ownership tracking, and suspicious activity reporting as required.
Collaboration
Team management & collaboration.
Tools for managing investment teams, assigning responsibilities, and collaborating on investment decisions.
Role-Based Access Control
Define roles and permissions for your team. Investment managers, analysts, operations staff, and auditors each get appropriate access levels.
- ✓Portfolio managers can execute trades and rebalance
- ✓Analysts can research and make recommendations
- ✓Operations staff can manage compliance and reporting
- ✓Auditors can view complete transaction history
Workflow Management
Streamline investment processes with automated workflows and approval systems.
- ✓Trade execution with dual approval for large orders
- ✓Policy exception approval workflows
- ✓Client change management and notifications
- ✓Investment committee meeting coordination
Integration
Connect with your existing systems.
RESTful APIs, webhooks, and integrations with popular portfolio management and accounting systems.
API Capabilities
Portfolio Data Access
Read portfolio holdings, positions, and performance data in real-time via REST API.
Trade Execution
Execute trades, manage orders, and monitor execution directly from your systems.
Reporting & Analytics
Access detailed performance reports, risk analytics, and compliance documentation.
Data Export
Extract data in standard formats for accounting, reporting, and archival purposes.
Integrations
Portfolio Management
Integrate with Morningstar, eMerge, and other portfolio management platforms.
Accounting Software
Sync with QuickBooks, Xero, and other accounting systems for seamless reconciliation.
CRM Integration
Connect with Salesforce and other CRMs for unified client information.
Webhooks & Real-Time Events
Receive real-time notifications for portfolio events and price alerts.
Pricing
Transparent pricing for professionals.
No hidden fees. Pricing scales with assets under management or number of portfolios. Contact us for a custom quote based on your needs.
Professional
For individual professionals and small teams managing portfolios up to KES 500M.
- ✓Portfolio analytics and reporting
- ✓CMA compliance suite
- ✓Client reports (white-label)
- ✓Risk analytics tools
- ✓Email support
Institutional
For institutions, asset managers, and teams managing KES 500M to KES 10B+.
- ✓All Professional features
- ✓Advanced risk frameworks
- ✓API access & integrations
- ✓Unlimited user seats
- ✓Priority support
Enterprise
Custom solutions for large institutions with specialized requirements and unique workflows.
- ✓All Institutional features
- ✓Custom integrations
- ✓Dedicated support team
- ✓Custom development
- ✓SLA guarantees
The best time to start building your future was yesterday. The second best time is now.
Build long-term wealth with Ndovu.
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