Eldarion runs the work behind every investment decision, from your own data to the document that leaves your firm, with every figure traceable to its source.
One Platform, Two Ways In
Investment firms run everything they need on one governed platform. License the modules we have already built, or have us build your first project on top of them.
Use What We’ve Built
Proven capabilities, live on your own data, take only the modules you need.
One platform, built as modules, take the full suite or only what you need. Run it on our market data or the feeds you already use, tailored to your business. Fully auditable, and it works together from day one.
NumenMandate cycle
Mandate cycle
Numen
Runs the private-bank mandate cycle end to end: the IPS, the allocation, the monitoring and the quarterly report, auditable at every step.
Our finance professionals know how a mandate, an allocation and a committee pack actually work, and where generic tools fail.
Manager selection
Mandate design
Asset allocation
Portfolio construction
The investment process
Committee packs
Risk & compliance
Client reporting
Suitability reviews
Agents that finish the work, not just retrieve it
Models, memos, client reports and decks, in your brand, in your client's language, with the trail behind every figure.
Building the valuation model
XLSX · tied to the filings
Writing the investment memo
Every figure traced to its source
Translating the client report
PDF · Spanish, in your house style
Laying out the committee deck
Charts rebuilt from the model
Checking risk and compliance
Concentration breach caught pre-send
5 outputs, each one kept with its source.
Every portfolio in the house, on one screen
Every custodian reconciled before you sit down, how each portfolio is doing against its index, and where the return came from. Then ask Numen anything, in your own words.
Licensed on our side, or on yours
Market data through our licence or the one you already hold, and every figure keeps the name of the house that produced it.
Bloomberg
FactSet
S&P Capital IQ
Refinitiv
Pershing (BNY)
Twelve Data
S&P Global
SEC Filings
Earnings Transcripts
Morningstar
Financial Modelling Prep
European Filings
Canadian Filings
Asian Filings
Australian and NZ Filings
IMF / World Bank Data
Central Banks
euEurostat
Financial News
Web
Office 365
Your own export files
Your custodian feed
Your private cloud
Bloomberg
FactSet
S&P Capital IQ
Refinitiv
Pershing (BNY)
Twelve Data
S&P Global
SEC Filings
Earnings Transcripts
Morningstar
Financial Modelling Prep
European Filings
Canadian Filings
Asian Filings
Australian and NZ Filings
IMF / World Bank Data
Central Banks
euEurostat
Financial News
Web
Office 365
Your own export files
Your custodian feed
Your private cloud
Eldarion by the Numbers
300k+
financial instruments analysed
100%
outputs with a traceable source
24/7
agents running the workflow
Voices from the desk.
Three notes from the institutions running Eldarion in production, what changed once an agent ran the cycle end to end.
EU private bank
"The IPS arrives drafted. The breach gets flagged before I see it. Compliance has the trail before they ask for it."
Head of Operations
Numen pilot
Multi-asset manager
"Eldarion brings the model already built. The week we used to spend on the spreadsheet, we now spend on the thesis."
Senior Analyst
Research pilot
Swiss boutique bank
"Every output traces to a source. Every action sits in the audit log. The committee stopped asking us to defend the maths."
Bloomberg
FactSet
S&P Capital IQ
Refinitiv
Pershing (BNY)
Twelve Data
S&P Global
Your private cloud