Tools to Manage Your Portfolio Like an Institution
AltExchange is an automated solution which requires no data entry from you, and addresses the major issues with managing an alternative investment portfolio. It’s a unique platform designed to help you manage your portfolio with greater efficiency, and ultimately, to help you in making better investment decisions.
ALTXLINK INVESTMENT MANAGER
Easily connect your private market investments to get to up to date reporting on their performance, and more. AltXLink is essentially the ‘Plaid for alternative investments’.
CONSOLIDATED PORTFOLIO MANAGEMENT
Access up-to-date asset values, returns, capital to be called and other key metrics for your entire alternative investment portfolio in one place.
Assess the impact of fees on performance with net and gross returns for each asset and compare those fees to benchmarks.
Organize and collect documents and notices for all of your alternative assets in a single place and streamline capital calls.
Make better investment decisions by benchmarking your illiquid investments against liquid investments to truly understand the benefits of illiquid assets.
Consolidated K1s (Documents)
We’ll collect all K1s and documents for your investments on your behalf, so that you have more time for more important items.