Solution introduction
The leading intelligence platform for institutional investors in funds
Serving over 600 allocators across $700bn in invested assets
Automate your data gathering process
Thousands of funds regularly supply data and documents to their clients via Allocator. We create a time series for every number so you can track changes over time. No more error-prone, manual data entry.
Standardize and aggregate
Our platform converts different data sources into a single, easy-to-analyze format. Monitor your investments on a fund or portfolio level.
Everything in one place
One central repository for all your fund documents. Your information is always up to date, secure and organized, ready for you to use. No more disparate spreadsheets.
