Fiducium.
Built on Kundi · Deployed in asset management
Enterprise-grade 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 real SEC EDGAR 13F filers covered out of the box.
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 real SEC EDGAR 13F filers covered out of the box; 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 it inside your environment.
Fiducium walkthroughs are available under NDA. Schedule a deployment assessment to see the CIO dashboard, manager scorecards, and SEC-EDGAR ingestion pipeline running against representative portfolio data.