Institutional strategy access for private clients and family offices.
Qualified private clients access differentiated managers through managed accounts held in their own name — with the same diligence, reporting and risk infrastructure institutions use.
Infrastructure built around the investment relationship.
Manager Marketplace
Discover and compare differentiated investment strategies.
Quantitative Diligence
Evaluate performance, risk, correlation and portfolio characteristics.
Qualitative Diligence
Follow investment theses, manager commentary and evergreen diligence materials.
Managed-Account Implementation
Allocate to selected strategies directly in your separately managed account (SMA).
Risk Controls
Apply account-level controls and monitor strategy behavior, including factor vigilance, style drift detection, and stop-loss settings.
Live Dashboard
Track holdings, ongoing reporting, allocation performance and net-of-fee results.
Performance-Fee Administration
Auto-calculates and distributes performance fees using high-water-mark methodology.
Already know a manager?
Discovery isn't the only way into the marketplace.
An allocator may discover a manager through Addigence—or arrive already knowing the manager they want to work with.
Where the manager is appropriate for and joins the Addigence network, the same infrastructure can support onboarding, diligence, implementation and ongoing monitoring.