Bricknode in Sweden, a SaaS financial services platform, has announced a new portfolio management software application aimed at small family offices and corporate investors.

The Investment Manager application provides a purpose-built solution for investors to track all their assets and liabilities in one place, analyse performance and automate accounting, according to the company

The product is targeted at investors with holdings at different brokers, banks and alternative investing platforms who need a way to aggregate their investments and track performance holistically. 

At the moment, many firms are making do with spreadsheets which lack automation for pricing and reporting.

The application is hosted on a Google Cloud Platform.

In Association with

Bricknode is inviting potential customers to register their interest ahead of a full launch later in the year.

Firms will be eligible for an exclusive 60-day free trial upon its launch and will be among the first to be invited to use the application.

Founder and CEO Stefan Willebrand commented: "At Bricknode, many of our employees manage their own investment portfolios and this gives us a unique advantage when creating tools like Investment Manager.

“Self-directed wealth managers are traditionally underserved when it comes to portfolio management software, so we’ve developed a solution to help them track and manage their investments with ease.”