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Select the appropriate fund exposures for your clients’ portfolios
- Our proprietary e-commerce technology allows you to select from a diverse list of rigorously-vetted institutional private equity and hedge fund exposures across various strategies.
- Use CrystalAnalytics™, our web-based proprietary quantitative analytics to further understand 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 management tools, to create private equity and hedge fund proposals with reduced minimums.
- Rely on our proprietary portfolio optimization technology 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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