Evolution Portfolio Management with PowerBI (EPM-BI)

Evolution Portfolio management System is an advanced solution that improves Functionality, accessibility, transparency, auditability and accuracy with power BI analytic platform.


  • Financial markets and fund management companies are experiencing high need of transparency for investors and regulators as well. Who are demanding greater access to timely information. EPM-BI turns the data into knowledgeable information with great accessibility and transparency.
  • Data and Record management

  • Data collection is a key concern for Portfolio management companies. Our software connectors automatically synchronize and update data from different sources such as Excel, Bloomberg, S&P Capital IQ , Salesforce, SunGard, efornt, Dynamics, SAP ,Oracle, or any other web service.
  • User can Track and manage all transactions of investments and portfolios, stocks, mutual funds , options ,bonds ,cash ,purchases, redemptions, transfers, splits, mergers and re-combinations.
  • Best in class business intelligence

  • Power BI Tools allow to create Super-fast dashboards and reports with graph and chart that gives 360 view of portfolio for better analysis.
  • Power BI support provides advance reporting and state of the art visualization with modern charts and graphs.
  • Advance Analytics helps investment managers and CFOs for predictions, cash flows, IIR and multiples.
  • Quick Access

  • Evolution Portfolio Management System provides a very fast and quick approach to the data base.
  • It allows the fund managers and CFOs to use, create and share dashboards and portfolios in depth.
  • You can gather all the information with a single click, instead of searching Excel spreadsheet, PDF files or Outlook .
  • Microsoft Office Synchronization

  • EPM-BI is completely integrated with Microsoft Office and Office365. User can sync Tasks, Meetings, Calendars, Emails, and Documents from outlook to the software by using our power-tools.
  • No need to import excel files, excel is synchronized and any update on Excel is sent to repository that will help for tracking and auditing reports and valuation models.
  • EPM-BI allows the use of deal flow and portfolio data directly in excel. User can create excel template and can update data any time.
  • It also allows you to save from excel to software directly specially for key-figures.
  • Powerful Search

  • EPM-BI provides very powerful tool for search under documents, deal flow information, contacts, companies, tasks and linked relationships.
  • Advance filters allows to search for investors by type, sector, region, interest, sharia compliance and many more.
  • Alerts and updates

  • Our unique Alert- feature always keep you updated. User can set alerts on deal flows, portfolios, contacts, documents, companies and tasks.
  • When anything changes in the system it will send an alert, automatically.
  • Compatibility

    EPM-BI is compatible with:
  • All Mobile phones (iPhone, Android, blackberry, windows phone)
  • Pc, Laptop
  • Tablets like IPAD, Surface Pro
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