Prime Buchholz has launched PrimePlusAnalytics.com, offering an early look at PrimePlus®—its groundbreaking new investment analytics platform.

 

 

Prime Buchholz, a leading independent investment advisory firm, developed PrimePlus for its institutional advisory and OCIO clients. The online platform seamlessly aggregates, synthesizes, and visualizes investment data—transforming how institutional allocators, asset owners, and investment offices manage complex, multi-asset class portfolios. The launch underscores the firm’s commitment to equipping institutional investors with streamlined portfolio management, advanced analytics, and real-time actionable insights.

This new site serves as a comprehensive gateway for investors to explore PrimePlus’ solutions, access case studies, and book demonstrations. The platform’s new digital presence aligns with Prime Buchholz’s broader vision of harnessing technology to deliver best-in-class investment advice through data-driven insights.

With the unveiling of PrimePlusAnalytics.com, users will now have an intuitive, information-rich destination that showcases the platform’s comprehensive portfolio oversight capabilities.

A Smarter Way To Manage And Oversee Investment Data

Built by investment professionals for investment professionals, PrimePlus shortens the time from data release to analytical use by combining full portfolio analytics across asset classes with a supporting data service that manages data collection, extraction, processing, and quality assurance.
By automating data gathering and simplifying complex workflows, PrimePlus reduces manual efforts and supports investment teams with timely access to critical insights. Its flexible dashboards and sophisticated risk assessment and multi-asset class exposure tools empower investment teams to enhance portfolio oversight and make informed decisions faster.

 

 

“We created PrimePlus to remove the bottlenecks in portfolio management by turning raw data into useful analytics quickly,” said Dan Ricci, Principal & Head of Information Systems at Prime Buchholz. “It’s designed to help investors simplify data oversight across the portfolio, improve transparency, and act with confidence.”

Driving Innovation in Investment Management

PrimePlus also connects directly with custodians, data providers, and third-party systems, reducing the operational burden of managing fragmented data. The platform’s private capital reporting, advanced exposure and attribution capabilities, and real-time performance oversight offer a crucial tool for investors seeking a competitive edge in today’s fast-paced markets.

Bill McCarron, Managing Principal and President of Prime Buchholz, highlighted PrimePlus as a natural extension of the firm’s mission to deliver innovative investment solutions.

“For 37 years, institutional investors have relied on Prime Buchholz to provide thoughtful investment insights and advanced solutions,” said McCarron. “PrimePlus represents the next evolution of that commitment—delivering clarity, efficiency, and transparency to investment operations in an increasingly complex financial landscape.”

Expanding Access to Next-Generation Analytics

In addition to being a core offering for Prime Buchholz’s advisory and OCIO clients, PrimePlus is also available as a standalone product for institutions looking to optimize their portfolio analytics and reporting capabilities. This flexibility allows organizations to integrate PrimePlus into their existing investment processes without requiring a full advisory relationship, making it an adaptable solution for a wide range of sophisticated investors.

One of PrimePlus®’s key integrations is with Canoe Intelligence through Canoe Pro Tech: Asset Data PrimePlus, which enhances the extraction and structuring of alternative investment data. Unlike PrimePlus’s full-suite analytics, this solution focuses on automating and standardizing private market data for easier integration into portfolio management.

 

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