Nirvana Solutions

Family offices that have outgrown spreadsheets and fragmented point solutions typically face the same bottleneck: clean, consolidated data is a prerequisite for good analytics, but achieving it requires manual reconciliation across fund administrators, custodians, and internal systems. Nirvana Solutions addresses this directly with a cloud-native platform that combines an Order and Execution Management System (OEMS), Portfolio Management System (PMS), IBOR, and an analytics layer into a single unified codebase and data warehouse. A published case study describes a multi-billion-dollar family office that had unreliable consolidated data from its fund administrator, driving heavy manual intervention. Nirvana resolved it by building a shadow NAV process, cleaning historical data, and implementing a custom tagging schema for strategy, analyst, and sector attribution.

For family offices evaluating the platform, the relevant capabilities include:

• Shadow NAV computation and data reconciliation against administrator records
• Custom tagging for strategies, benchmarks, and sector exposure
• Interactive analytics dashboards with performance attribution and risk views
• Pre-trade compliance, real-time P&L, allocation, settlement, and general ledger in one system
• Multi-asset coverage spanning public markets, private equity, real estate, and art

The platform is modular, allowing clients to license only the components they need. Nirvana also positions itself as a back-office partner for outsourced CFO firms and prime brokers, which means its infrastructure is designed to support institutional-grade workflows at scale. The company states pricing is transparent with no hidden fees, but specific pricing figures are not disclosed publicly. Teams at earlier-stage family offices with simpler data environments may find the institutional depth more than they require. Offices with complex data problems, multiple asset classes, and a need for investor-ready, customised reporting are the clearer fit.

• Portfolio management and IBOR maintenance
• Order execution and trade management across multiple assets
• Data reconciliation and shadow NAV computation
• Performance attribution and risk analytics
• Automated accounting, general ledger, and reconciliation
• Investor-ready and stakeholder-specific reporting

• Unified OEMS with smart order routing and pre-trade compliance
• Real-time portfolio management and IBOR
• Shadow NAV process and data cleansing
• Custom tagging schema for strategies, analysts, and sectors
• Interactive analytics dashboards with performance attribution
• Real-time risk and exposure monitoring
• Automated accounting and general ledger
• Automated reconciliation workflows
• Customisable reporting and stakeholder-specific outputs
• Modular, cloud-native SaaS architecture

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Finance / Accounting Teams, Fund Managers.

24/7 dedicated support via a follow-the-sun service model; dedicated support team aligned to each client