Solution introduction

Custom-Built Tools, Designed with Advisers In Mind

Proteus provides wealth advisors with private investing technology that systematically scales and manages assets

Model Portfolios
The ability to methodically construct portfolios of alternative assets that meets both individual and groups of investor’s objectives.

Operational Due Diligence
Proprietary due diligence has been designed to provide a high level of transparency. Independent oversight provides confidence and peace of mind.

Investment Management Tools
A full analytical package is complemented by Proteus’ unique interactive interface to manage exposure, liquidity and performance attribution. Complemented by a comprehensive reporting package that is essential for UHNW clientele.

Streamlined Investment Process
A dramatically simplified process that provides for a single set of offering docs, electronic subscription and redemption requests that are integrated with Proteus’ Investment Management Tools, secure document management library and a single, rolled up, K-1 at the end of the year for each investor.

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