Solution introduction
Automate processes across 100s of clients so you can focus on high-value decisions
Process allocations in minutes instead of days. Manage illiquid assets like you've always wanted. Get rid of calendar reminders for liquidity notifications
See asset allocations across time—past, present, and future—for all your clients
Get insights from historical allocations and visualize what the asset allocation could be on a pro-forma basis with future cash flows and upcoming capital calls instantly.
Manage model portfolios or custom allocations beyond listed assets
Build models including illiquid and private assets, and apply them to multiple client portfolios at once. Specify custom proxy allocation for private assets when the commitment hasn’t been fully made, and let the system calculate interim targets automatically based on the gap between current and target allocations.
