How to Choose the Right
Institutional Alternatives Platform

There are many things to consider when choosing the right institutional alternatives platform for your advisory business.

Manager Selection:

Conflicted or
Conflict‑Free?

Workflow:

Complicated or Consolidated?

Tech & Research:

Can I use it for client presentations?

Consumer Service:

What type of support is offered?

Experience:

Track record & alignment of interests

Conflict-Free Manager Selection

It is prudent to ensure there are no economic arrangements between the alternatives platform provider and the fund manager.

The Crystal Way: We are Not Compensated by the Managers in the Program

We offer a conflict-free, dynamic, and institutional roster of available private funds. We source best-in-class managers with proven track records, dedicated risk management processes, deep teams, and institutional safeguards.

An Efficient Workflow

Investing in individual feeder funds is time consuming and overwhelming. Choose an efficient investing solution that minimizes administrative burdens.

The Crystal Way: A Turn-Key Portfolio Solution

All your private equity & hedge fund needs in one place.

A simple one-time online subscription process for a diversified portfolio with multiple funds

Efficiently manage one portfolio for multiple investors with similar investment objectives; while maintaining investors’ liquidity separate

Easy to use portfolio rebalancing and liquidity management tools

One K-1 per portfolio

Integrated with all major custodial platforms


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Technology, Research & Presentation Tools

Do the quantitative and qualitative tools prepare you for a client presentation? Look for software that helps you easily illustrate the value that each fund or portfolio can bring to an investor.

The Crystal Way: Proprietary Technology & Research Developed Over the Last 20+ Years

Our technology and research is readily available online 24/7 for you and your clients.

Easy to use portfolio optimization tools

Portfolio proposals with your brand identity

Quantitative analytics

Quantitative research and operational due diligence supported by routine manager conference calls and onsite due diligence visits.

Can be tailored to meet your unique needs.

Post Investment Support

Sign up, then what? Choose a partner that offers post-investment support in areas such as portfolio monitoring, liquidity management, and sales & marketing.

The Crystal Way: We are 100% advisor focused.
We support your sales efforts.

Ongoing Investing Support

Leverage our seasoned team of investing professionals readily available to support you

Consolidated monthly account statements & K-1s

Liquidity and rebalancing software

Private equity call tracking and forecasting

Regular fund updates

Marketing Support

Provide thought-provoking marketing content to your clients. Our media and marketing experts can help you target new prospects using your email and social media platforms, with your brand identity.

Experience Matters

Select a provider with real world investing experience that has lived through multiple market cycles. Confirm that the principals are investing alongside their clients.

The Crystal Way: 20+ Years of Alternatives Investing Experience

We have been investing in alternatives since 1994. Partner capital represents 8% of AuM, so we have skin in the game!

You've worked hard to earn your clients’ trust.
Focus your time and energy developing relationships with your clients and growing your business.
We'll take care of the rest.

Partner With Us

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