Allocator was born out of experience and frustration. Formerly fund allocators, it recognized the importance of comprehensive data that is standardized and up to date. Doing this seamlessly and efficiently was a persistent and expensive issue, one that it set about solving by developing the platform in 2012. Allocator is passionate about technology and harnessing it to enable investors to spend fewer resources managing data, and to have more time to use it.
AlternativeSoft is an award-winning provider of asset selection, portfolio construction and fund reporting software, based in the UK and Switzerland. Their robust and proven software has enabled clients to thoroughly research and select alternative funds (hedge funds, ETFs and private equity funds) as well as more traditional funds (mutual funds, index funds and other long only vehicles). AlternativeSoft has established itself as the software of choice for portfolio construction, and been commended by clients for enhancing report automation and improving the efficiency of their quantitative investment processes.
Altvia translates data into intelligence for alternative asset fund managers, institutional investors and impact investors. As the premier provider of flexible, web-based software solutions in private equity, Altvia combines technology with a proven process to fundamentally improve the communication and relationship between GPs, LPs and portfolio companies. Founded in 2006, Altvia has grown to serve customers on six continents and continues to expand its operations across the globe.
Backstop Solutions Group is an award-winning provider of innovative software solutions to hedge funds, funds of funds, pensions, endowments, private equity firms, consultants and family offices of all shapes and sizes throughout the world. Backstop was founded in 2003 with the goal of creating the industry's first software-as-a-service platform designed to help firms in the alternative investment management industry operate efficiently, invest intelligently and communicate effectively.
Broadridge Financial Solutions, Inc. (NYSE: BR), a $4 billion global Fintech leader and a part of the S&P 500® Index, is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset managers and corporate issuers globally. Broadridge’s investor communications, securities processing and managed services solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge’s infrastructure underpins proxy voting services for over 50 percent of public companies and mutual funds globally, and processes on average more than US $5 trillion in fixed income and equity trades per day. Broadridge employs over 10,000 full-time associates in 18 countries.
DealCloud, an Intapp company, provides a single-source deal, relationship, and fund management platform to enable over 600 clients to power their deal-making process from strategy to origination to execution. We offer fully configurable solutions purpose-built for the complex relationships and structures of private equity and growth capital firms, investment banks, private and publicly traded companies, debt capital providers, and other investors.
Dynamo Software, Inc. provides configurable, cloud-based relationship management (CRM), investment management and reporting solutions to consolidate alternative asset investment firms and their investors’ complete operational lifecycle. The Dynamo™ software platform benefits from intensive collaboration with internationally prominent clients to optimize the productivity of both general and limited partnerships, while providing innovative solutions to facilitate data exchange between the partnerships. Dynamo Software’s 400+ firm client base includes private equity firms, venture capital groups, institutional investors, hedge funds, funds of funds, fund administrators, prime brokerages, family offices, and real estate private equity firms.
eVestment Private Markets is a Market Intelligence and Performance Analytics solution delivered by eVestment, a Nasdaq company. eVestment Private Markets serves institutional investors, fund managers and intermediaries across fundraising, due diligence and investor relations activities. Our sole focus is to bring transparency and efficiency to private markets to help our clients better achieve their goals.
FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 122,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For® and a Best Workplace in the United Kingdom and France.
FolioMetrics is a leading provider of software applications for the alternative investment industry offering a comprehensive suite of CRM, investor relations, marketing, research management, analytics and portfolio management solutions. The FolioMetrics client base includes some of the world's leading hedge funds, asset managers, private equity groups, family offices and many other types of investment firm.
Imagineer Technology Group is a New York City-based software company focused on providing flexible and scalable solutions to asset managers and allocators. Imagineer's products help minimize the time and effort involved in technology, compliance and information infrastructure, allowing investment firms to focus on their core competency: investing. A singular focus on the asset management industry coupled with our team's deep experience allows us to provide highly integrated solutions that speak directly to the daily work challenges of investment professionals and research analysts. Our configurable software solutions can be maintained on premise or hosted, and assist our clients in the areas of client relationship management, client web reporting, and fund research and portfolio management.
Navatar is the premier investment management software provider for the financial services sector. It offers integrated workflows for investor relations, deal management, fundraising and virtual data rooms. Its products are used by a range of financial firms, including alternative asset managers, M&A advisors, corporate strategics and LPs. The company was formed in 2004 to provide financial firms tailored cloud solutions, an unmet demand at the time. Today its products are used by over 600 firms, both small and large, in over 35 countries worldwide.
Wharton Research Data Services (WRDS) provides the leading business intelligence, analytics, and research platform to global institutions – enabling comprehensive thought leadership, historical analysis, and insight into the latest innovations in academic research. An award-winning data research platform for over 50,000 commercial, academic, and government users in 35+ countries, WRDS is the global gold standard in data management and research – all backed by the credibility and leadership of the Wharton School.
Xpedition guides your path to growth through the implementation of intelligent cloud-based business applications. It helps its clients to understand how technology empowers their businesses in real time. Previously known as TouchstoneCRM, it is a wholly owned subsidiary of the Touchstone Group. More than CRM and business software, it delivers business value through expert consultancy.