Get Started With Our Alternative Investment Technology

Source

Choose from over 50 institutional private funds to include in client portfolios.

Fund Filtering Technology. Quickly narrow the platform's funds to those that match your clients' criteria. Filter by risk appetite, strategy, sector, industry, fund size, and more.

Fund Analytics. Elevate your due diligence with our proprietary analytics. Compare managers, track performance, and benchmark against industry peers and indices in just a few clicks.

Robust Research Portal. Dive deeper into the qualitative characteristics of every manager on the platform. Crystal accepts no placement fees or distribution economics from the managers on the platform, so the research is built to help you choose, not to move product.

Build

Build smart portfolios for clients and present them in an engaging way.

Intuitive Portfolio Builder. Create diversified portfolios tailored to each client's goals. Allocate by sector or strategy, or complement existing holdings, and benchmark the result against a 60/40 model or any other model.

Interactive Client Proposals. Share a fully interactive, web-based proposal with private-label branding, so it carries your firm's logo and identity. It shows how alternatives fit the client's specific portfolio. Track how clients engage after you send it, so you know who to follow up with and when.

Thematic Portfolios. Start from pre-built allocations organized around themes clients already raise. Hedge fund themes include core multi-strategy and tax-aware. Private market themes include AI technology, growth buyout, and sports. Tailor each one to the client and share it in your brand.

Industry Education. Access a library of thought leadership and investment themes to support client education.

Subscribe

Simplify and elevate your workflow.

One Profile, One Document. Create an investor profile for each client once, then subscribe with a single document per investor, no matter how many fund exposures are in the portfolio.

Guided Subscription Wizard. A step-by-step electronic subscription with documents uploaded in one consolidated interface. No paper and no PDF round-trips.

Real-Time Workflow Tracking. Monitor custodian review, wire confirmation, signatures, and acceptance for every subscription in one view.

Maintain

Alternative investing is a long-term journey. We support you along the way.

Accounts. Oversee multiple client portfolios with diversified fund exposures in a single dashboard. Consolidated statements, capital calls, distribution notices, and K-1s arrive in one place.

Schedule of Investments. A full look-through into each client's private market portfolio. Every underlying holding across venture, growth, buyout, and credit, normalized into one consolidated view and refreshed quarterly.

Fund Lifecycle Analysis. See every fund in a portfolio on a single timeline: which are deploying, which are harvesting, and which are nearing termination. It also flags where the next commitment could go to keep vintages diversified.

Rebalancing Tools. See current versus target allocation and what is available to move, then commit the change. Crystal handles the paperwork, timing against each liquidity window, and reconciliation, across several clients at once.

One Platform for the Full Alternatives Lifecycle