Sophisticated, cutting edge 
investment software

Packed with features that help professional investors create transparency.

Built to answer all your needs, from in depth portfolio analysis to cloud storage and automated accounting, our software solution helps investors manage large digital portfolios with ease.
With features for all stakeholders, from the portfolio manager to sales and audit, everything is included in one easy-to-use intuitive interface.

Investment monitoring & reporting dashboard

Portfolio overview with added value for risk managers.

Quickly identify critical positions and returns boosters. Includes drilldown features that allow the assessment of individual portfolio segments. Specify your dashboard individually with regards to your individual needs thanks to a fully modular and customizable structure.
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Loan portfolio analysis 
engine

Keep track of your entire loan portfolio. Whether you need summarized overviews classified by parameters or you want to drill down on singular loans, all the information you could ever need is at your fingertips.

Fully standardized data with loan agreements for each single credit.

Multi-tier valuation calculations

Complex valuations made easy: just 100% transparency.

Provide all relevant stakeholders with real-time portfolio valuations from a general view down to an individual investment level. Our platform supports automated intelligent provisions management as well as daily precise accruals calculations.
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Bookkeeping and direct accounting integration



Seamless and verifiable accounting is essential to create transparency and guarantee a simple auditing procedures.


The in-software accounting view allows for a simple breakdown of cashflows and balances, while providing a fully automated direct export for your accounting software. No more time and performance wasted on tedious accounting!

Further software features include:

Talk to us to get a personal, in-depht demo of our softwares' features.

CSV / XLS exports for all your data
Auto-invest settings for all your lenders
Cloud data storage
Cash flow track record and projections
Manage user rights and access
Automated provisions
Risk and compliance features
... and much more.
Schedule a demo

Ready to get started?

Advance your digital lending project with our support. With our team of experts we can deliver performance and transparency to any digital lending project.
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Address:

i2 holding ag
Bundesplatz 9
​6300 Zug
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