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
Serving Limited Partners in funds around the world
- Sovereign Wealth Funds
- Insurance Companies
- Pension Funds
- Funds of Funds
- Private Banks
- Family Offices
Use Allocator to answer
questions such as:
Thousands of hedge, long only and private equity
funds regularly uploading data
Supplement information from fund managers with your own data. Only accessible by you and your team.
Seamlessly integrate with external databases. Everything is always up to date and duplicates are taken care of.
Store meeting and due diligence notes in one central location for you and your team.
Easily work with Allocator data in MS Excel or any other software package. Download data via CSV & XML and generate professional PDF reports.
Pipe data into your proprietary systems or other software solutions.
We pride ourselves on our personalized customer service. Your dedicated Allocator account manager will ensure a seamless onboarding process and be on hand for ad hoc queries.