A single platform for performance measurement, risk analytics, and secure reporting — built for investment professionals who need precision without the weight of a full enterprise system.
The right fit
Most investment managers outgrow spreadsheets long before they need a Bloomberg terminal. RapidLayer fills that gap precisely.
The professional's choice
Precision without the overhead
Three pillars
Built around the three problems investment managers face every day: data integrity, analytical depth, and secure distribution.
The platform
Every metric calculated at query time. No stale caches, no manual refreshes. Your data is always current.
Annualised Return
14.2%
5-year portfolio
Sharpe Ratio
1.84
3-year annualised
Tracking Error
2.6%
annualised
Information Ratio
0.92
since inception
Alpha
+2.6%
since inception
Sortino Ratio
2.31
3-year annualised
Overview
Active Portfolios
35
5 seats left
Total AUM
£537M
Dec 2024
Avg Portfolio Return
+1.2%
Dec 2024
Outperforming Bm
74%
of portfolios
Portfolios beating benchmark · GBP
1M
29 of 42
YTD
34 of 42
1Y
31 of 42
3Y
28 of 42
Every calculation, every access, every export — accurate, fast, and on record.
Query response time
for any date range
Audit trail coverage
every action logged
Permission levels
Admin, Manager, and Read-only
Global Reporting
Report every portfolio in any currency — not just the ones listed here. Upload FX rate series for any pair and the engine converts everything automatically.
Supported currencies · examples
How it works
Implementation timelines for full enterprise platforms are measured in quarters. RapidLayer is designed for teams that need to be operational immediately.
Typical enterprise implementation
RapidLayer time to live
Import portfolio returns, benchmark data, FX rates, and market values from CSV or Excel. Validation runs automatically — errors are flagged before anything is saved.
Assign benchmarks, set base currencies, define risk-free rates, and map your team. Everything is version-controlled and produces a full audit trail.
Invite users with the right role. Admins manage the platform, managers run analytics, and clients get read-only access to exactly what they need.
Works everywhere
Whether you're at your desk, in a client meeting, or between flights — your portfolio analytics are always a tap away.
Integration
RapidLayer sits at the centre of your investment operations — ingesting data from any source and delivering analytics wherever they're needed.
* REST API access is available on the Professional plan and above.
Data Sources
Portfolio Systems
Advent, SimCorp, Investran
Data Vendors
Bloomberg, Refinitiv, ICE
Manual Uploads
CSV & XLSX via the portal
RapidLayer
Analytics Engine
Downstream Outputs
BI Tools
Power BI, Tableau, Looker
Reporting Packs
Scheduled PDF & Excel exports
Internal Systems
Feed downstream via REST API
No proprietary connectors required — RapidLayer accepts standard CSV/XLSX uploads and exposes a documented REST API for both inbound data loading and outbound analytics retrieval.
Pricing
All prices are per month + VAT. Annual contracts available with preferred pricing. Upgrade, downgrade, or cancel anytime.
Foundation
+ VAT · Cancel anytime
For family offices and boutique managers
Professional
+ VAT · Cancel anytime
For mid-size wealth managers and consultants
Enterprise
+ VAT · Cancel anytime
For established asset managers and fund of funds
Institutional
For large asset managers, pension funds, and global platforms
* Institutional volume limits are agreed at contract stage to match your organisation's scale and requirements, and priced accordingly.
Included on every plan
Ready to get started?
Join investment professionals who have moved from fragile spreadsheets to a platform built for the way they actually work.