Everything an allocation requires, in one system.
Six capabilities that replace the ten workstreams a manager relationship normally demands — from first screen to ongoing report.
Discovery
Search and filter a curated universe of managers by strategy, instrument, liquidity profile, track-record length and correlation to what you already hold.
Diligence
Quantitative and qualitative evaluation in one place — performance, attribution, exposure and risk alongside the manager’s own commentary and process.
Implementation
Allocate through a managed account in the client’s name at a qualified custodian. No fund formation, no lockup, no subscription cycle.
Risk controls
Account-level guardrails set before capital moves — exposure caps, concentration limits, instrument and leverage restrictions enforced continuously.
Monitoring
Position-level transparency, daily valuation and consolidated views across every manager in the program from a single vantage point.
Administration
Fee calculation, performance-fee accrual against high-water marks, statements and tax documentation handled by the platform.
See the platform against your own program.
We’ll walk the capability set through the managers and mandates you already run.