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.
Allocator’s coverage of our funds was strong, and they quickly got us up and running with the rest of our funds. We now receive our data onto the platform and into our analytics programmes efficiently. With the data management taken care of, we can focus on the analysis and investing. We recommend Allocator to other investment firms facing the same fund data management hurdles.
We have worked with Allocator since 2015. They on-boarded all our funds, and made the whole process really simple and seamless for us and our managers. The Allocator interface is very intuitive with dynamic charting and the team has also cleaned and standardized the data for automated piping through to our analytics engine. We are now using Allocator across the team and all our funds. Allocator’s customer service has always been world-class and extremely helpful.
With Allocator, it is easy for our managers to provide us with our fund data in a timely manner. We use Allocator’s tools to monitor our fund portfolios and find it to be both an intuitive and cost-effective solution for this. The Allocator team are always on hand to help us if we have any queries.”
The Allocator team have worked closely with us since 2016. They have helped us to ensure that we always have the latest fund data piping into our systems using the Allocator API. The data is used across the team, and has been easy to integrate, providing exposure metrics in a timely manner.
We began working with Allocator in early 2015 and have on-boarded a number of our funds. We have regular contact with the Allocator team and find them very responsive to our requests. We appreciate using the platform and have found it particularly helpful and informative in analyzing our portfolios. It gives us an enormous amount of visibility on our portfolios on an aggregated basis and is very useful in terms of breaking down exposures and performance attribution which other systems are unable to provide.
We started working with Allocator in September 2015. Allocator continues to successfully on-board funds on a regular basis as we request them. Allocator’s responsiveness to our suggestions and their ability to build features for the platform has made the service integral for us. Their infrastructure provides flexibility and protection for the managers as well as ourselves.
Allocator is an important part of our fund and portfolio monitoring process. The platform’s intuitive tools are used across the team, allowing us to model theoretical portfolios. We always find the Allocator team helpful and responsive to our needs and suggestions.
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 existing systems or integrate with leading vendors including AlternativeSoft and Ledgex (EzeCastle).
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.