Solution introduction
Benefit from our proprietary portfolio management tools that include alternative investment analytics, portfolio optimization technology and rebalancing software designed to help you service your clients
Portfolio optimization technology
Create diversified private equity and hedge fund portfolio proposals using our proprietary portfolio optimization tools.
Portfolios may be customized to meet your clients’ unique investment objectives, allocate to specific sectors or strategies, and/or complement existing investments.
Ongoing portfolio monitoring & rebalancing tools
Our portfolio rebalancing and liquidity management tools make it easy to rebalance portfolios, manage upcoming liquidity requirements, and track private equity calls.
Quantitative investment analytics
Understand the investments. Take a deep dive using our proprietary analytics specifically designed for alternative investing.
Client-facing deliverables
Deliver top-quality client-facing materials such as portfolio proposals, manager/fund profiles, industry news, account statements, audits, and consolidated K-1s. All materials can be customized and private-labelled with your brand identity.
