Cogency Software Email Format
Software DevelopmentCalifornia, United States2-10 Employees
Cogency Software provides a portfolio and accounting system tailored for investors who manage mixed portfolios that include hedge funds, private equity funds, and daily-traded instruments. Its platform is used by fund of funds, endowments, pensions, outsourced CIOs, and family offices to handle portfolio accounting and reporting. The system serves the institutional investment market, supporting asset allocators in overseeing complex portfolios. Based in Burlingame, California, Cogency operates as a small, specialized software provider. In 2015, the company was acquired by Backstop Solutions Group, becoming part of a cloud-based front-to-back-office offering for institutional investment.