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1

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.
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2

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.
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3

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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4

Turn-key subscription process

All your client has to do is
sign only one set of documents

with our simple, one time, online subscription process.

Explore our cloud-based alternative investing technology.

We are with you every step of the way.

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