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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

RAISE is a comprehensive, cloud-based software solution designed for alternative investment firms such as those in private equity, venture capital, real estate, and private credit, effectively integrating fund administration, investor management, portfolio oversight, compliance risk evaluation, and reporting into one cohesive platform. This innovative tool streamlines end-to-end processes throughout the entire fund lifecycle, encompassing activities from investor onboarding and capital calls to distributions and NAV calculations, while also facilitating real-time performance monitoring and in-depth analytics, which minimizes manual intervention and boosts operational productivity. Users benefit from dynamic dashboards that offer immediate insights into fund performance and investor engagement, alongside customizable reporting options and a scalable framework that prioritizes data security and global accessibility from any device. Additionally, RAISE features a secure investor portal equipped with integrated communication capabilities, document sharing functionalities, task management tools, and tailored dashboards to foster transparency and enhance the user experience. This robust suite of features empowers firms to operate more efficiently and effectively in an increasingly competitive investment landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
Adobe Acrobat Reader
PitchBook

Integrations

Microsoft Excel
Adobe Acrobat Reader
PitchBook

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

RAISE Technologies

Founded

2016

Country

Singapore

Website

www.raiselp.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

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