Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Numerous funds consistently provide their clients with data and documentation through Allocator. We develop a time series for each figure, enabling you to monitor fluctuations over time. Say goodbye to the inaccuracies of manual data entry. Our platform seamlessly integrates various data sources into a single, user-friendly format for analysis. Keep track of your investments on both fund and portfolio levels. Enjoy having all your fund documents centralized in one location. Your data remains current, secure, and organized, always ready for your use. Eliminate the hassle of managing multiple spreadsheets. Effortlessly evaluate returns across different periods, comparing them with other funds and a multitude of indices. Assess and visualize gains and losses across any timeframe, whether by position, long or short, or categorized by asset class, sector, strategy, currency, or geography. Maintain organized and relevant peer groups of funds to ensure you seize every opportunity. Furthermore, gain insights into how new funds might influence the risk and returns of your portfolio, providing a comprehensive view of your investment landscape. In doing so, you empower yourself to make informed decisions that align with your financial goals.
Description
Linking alternative asset managers with distribution partners through innovative digital solutions for pre-sales and reporting, our platform enables the digitization and marketing of funds across various channels efficiently and with minimal strain on internal resources. By allowing fund data to be digitized just once and automatically distributed in a standardized format to multiple endpoints such as distribution partners, limited partners, and public websites, we significantly streamline the process. This approach drastically reduces the time to market, cutting down on the months of manual input typically required for product updates and reporting each year. Utilize Daphne as your essential data source to generate routine fund reports in Microsoft Office instantly, facilitating business growth without increasing operational demands and simultaneously lowering error risks. Furthermore, by publishing your products directly to our expanding network of investment consultant partners, we ensure that your fund data remains consistently updated in their databases, optimizing your sales potential while fostering stronger industry connections. This seamless integration not only enhances efficiency but also empowers asset managers to focus on strategic growth initiatives.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Allocator
Founded
2012
Country
United Kingdom
Website
www.allocator.com
Vendor Details
Company Name
Daphne
Founded
2022
Country
United Kingdom
Website
www.getdaphne.com
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management