Allocator

Use Cases
portfolio-monitoring
Integrations
alternativesoft, altvia, morningstar, pitchbook, preqin-data
Office Functions
front-office, middle-office

Allocator serves as a vital intelligence platform specifically crafted for LP investors involved with closed-ended funds. It revolutionizes the data management aspect of investment by offering features such as automated data gathering, data standardization, and a unified repository for all fund documentation and intelligence. As a tool, it eradicates the manual error-prone data entry process and provides a secure and continuously updated platform for easy analysis and monitoring of investments at both fund and portfolio levels. With over 600 allocators utilizing the platform, it oversees approximately $700bn in invested assets, presenting tailored reporting solutions and facilitating seamless integration into existing workflows.

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