Focus on growing your advisory business. Let us take care of the alternative investment back-office needs.

Reduced investment minimums for your clients
Create portfolios with 60+ institutional private equity and hedge fund exposures, with only US$1 million and no per‑fund minimums.

Integrated cloud-based portfolio management tools
Get real-time access to proprietary quantitative analytics and portfolio optimization technology to generate proposals for clients. Easily rebalance portfolios, manage upcoming liquidity requirements, and track private equity calls.

Consolidated, electronic subscription process
We simplify the process of subscribing to multiple alternative investment funds by offering a single one-time electronic subscription document for your clients’ portfolios.

Consolidated account statements, audits & K‑1s
We consolidate the multiple account statements, audits and k-1s issued by each underlying investment.

Integrated with all major custodial platforms
We also connect with multiple data aggregators.