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1

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.
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2

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.
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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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