Fiducium
Built on Kundi · Deployed in Asset Management
Investment-manager tracking for heads of investments at banks and multi-manager asset managers. Fiducium tracks external fund managers across both public equities (structured data from SEC EDGAR 13F filings) and private equity (unstructured data from manual uploads and emails) — 1,872 SEC EDGAR 13F filers loaded in the standard dataset.
Multi-manager oversight at scale.
From SEC-filed 13F data to internal email and document streams, Fiducium gives investment leadership a unified view of every external fund manager — with concentration-risk alerts, performance analytics, and search across documents.
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Manager + Fund Portfolio Tracking
1,872 SEC EDGAR 13F filers loaded in the standard dataset; tracks both public-equity and private-equity manager relationships in one system.
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Performance Analytics
Time-Weighted Rate of Return (TWRR), Sharpe ratio, max drawdown, and benchmarking across the full manager portfolio with interactive performance charts.
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CIO Dashboard
Concentration-risk analysis, holding alerts, and unified view of every external manager position — built for heads of investments to spot exposure before it becomes a problem.
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Automated SEC EDGAR Ingestion
Live ingestion of 13F filings; full coverage of public-company filings (10-K, 10-Q, 8-K) for every public equity in the portfolio.
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Document Repository With Search
Centralized store for IM letters, due-diligence packets, and side documents — searchable across the entire archive.
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Private-Equity Ingestion
Manual upload + email ingestion path for the unstructured private-equity side that SEC filings don't cover.
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Enterprise Security
SAML SSO ready, role-based access control, audit logging — designed to fit inside the bank's existing IAM and compliance posture.
See Fiducium work.
Click a window, or its green button, to read it full-screen.
Quantum-safe for the records you keep longest.
Fiducium runs on Kundi, which ships with post-quantum cryptography as standard. The manager records, IM letters, and due-diligence archives you retain for years are protected against harvest-now, decrypt-later exposure. See Security & Compliance for algorithms and verification.
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PQC-Native, No Migration Project
Post-quantum key establishment and signatures are built into the platform.
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Protects Long-Lived Investment Records
13F archives, side letters, and due-diligence packets stay sensitive for years. They are encrypted today against the day a quantum-capable adversary can decrypt what was captured now.
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Crypto-Agile
Algorithms rotate as NIST standards evolve, so Fiducium stays current without re-architecting the systems your investment team depends on.
See it inside your environment.
Live Fiducium walkthroughs in your environment are available under NDA. Request a briefing to see the CIO dashboard, manager scorecards, and SEC-EDGAR ingestion pipeline running against representative portfolio data.