Portfolio Management Tools
Benefit from our proprietary portfolio management tools that include alternative investment analytics, portfolio optimization technology and rebalancing software designed to help you service your clients.
Our proprietary portfolio management tools are easy to use.
Portfolio Optimization Technology
Create diversified private equity and hedge fund portfolio proposals using our proprietary portfolio optimization tools.
Portfolios may be customized to meet your clients’ unique investment objectives, allocate to specific sectors or strategies, and/or complement existing investments.
E-commerce Portfolio Construction Technology
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, add them to your cart, and within seconds generate an web-based portfolio proposal for client presentations.
Ongoing Portfolio Monitoring & Rebalancing Tools
Our portfolio rebalancing and liquidity management tools make it easy to rebalance portfolios, manage upcoming liquidity requirements, and track private equity calls.
Quantitative Investment Analytics
Understand the investments. Take a deep dive using our proprietary analytics specifically designed for alternative investing.
Client-Facing Deliverables
Deliver top-quality client-facing materials such as interactive proposals, manager/fund profiles, industry news, account statements, audits, and consolidated