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Select the appropriate funds for your clients’ portfolios
- Review the institutional funds in our program
- Use CrystalAnalytics™, our web-based proprietary quantitative analytics to review the funds available.
- Use CrystalResearch™, our web-based proprietary qualitative research to perform due diligence on the funds available.
- Our seasoned team of investing professionals is readily available to support you.
Prepare a portfolio proposal for your clients
- Use CrystalProposals™, our proprietary portfolio optimization tools, to create private equity and hedge fund proposals.
- Build your clients a customized portfolio with only $1 million and no per fund minimums.
- Rely on our proposal builder to guide you through the investing process.
Provide institutional‑quality presentations to your clients
- The proposal includes your logo and brand identity.
- Customize it with your client's name.
- Click and immediately download a PDF.
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sign only one set of documents
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