Thousands of funds regularly supply data and documents to their clients via Allocator. We create a time series for every number so you can track changes over time. No more error-prone, manual data entry.
Our platform converts different data sources into a single, easy-to-analyze format. Monitor your investments on a fund or portfolio level.
One central repository for all your fund documents. Your information is always up to date, secure and organized, ready for you to use. No more disparate spreadsheets.
Use Allocator to answer
questions such as:
Investment Management Awakens:
Data Has Its Day
Allocators all over the world are asking the same questions. What market risks are portfolios exposed to? How diversified is my portfolio, how liquid is it, and what opportunities am I missing out on?
Thousands of hedge, long-only and private equity
funds regularly uploading data