Preqin Solutions

Preqin Solutions, formerly Baxon Solutions, offers a cloud platform for investment portfolio management. It supports the full process, including monitoring, management and reporting of how investments perform. The platform is aimed at the whole portfolio management process rather than a single task. Its collaboration features let several parties work on and exchange the same financial information, which saves compiling it by hand each reporting period. Preqin Solutions took over the business formerly operating as Baxon Solutions, so older references may use that name.

What Preqin Solutions offers

• Portfolio monitoring — follows how holdings are doing.
• Performance reporting — produces reports on investment results.
• Data automation — automates compiling and analysing a portfolio's financial information.
• Information exchange — shares that data between the parties involved.

Key facts

• Former name: Baxon Solutions