CONNECTED BUSINESS SOFTWARE
Codivelo PMS
Investment software for the next chapter of asset management. Our flagship platform direction brings DPM and Fund Management around a shared investment foundation.
In developmentScope & readiness
Built foundation: configurable investment reference data, clients, custodians, portfolios and investment accounts, with roles and access controls.
DPM and Fund Management are planned modules. Shared transactions, investment ledgers, positions, pricing, valuation and performance services form the intended roadmap.
Trading, holdings, cash balances, valuation and NAV are not currently implemented. A foundation demonstration is distinct from an operational investment system.
We invite design-partner discussions to define operating models, data sources, integrations and acceptance criteria.