Multi‑asset portfolio accounting and reporting system for allocators
Core product
Provides accounting, data aggregation, and reporting workflows
Functional categories (vendor-stated)
Similar providers
Addepar
North America
Multi‑asset data aggregation and reporting platform
Aksia
Aksia is an alternative assets specialist providing performance-focused manager research, due diligence, and portfolio analytics to institutional investors—overseeing $391 billion in assets across private credit, hedge funds, private equity, and real assets
Allocate
Allocate is an operating system for private markets and alternative investments that centralizes external private market data for wealth advisors and family offices—enabling unified portfolio management, reporting, and analytics
Allocator
Allocator is an automated investment data aggregation and management platform for limited partners—harvesting, tagging, and organizing reports, risk exposures, and underlying asset KPIs from private capital GPs and hedge funds in one unified system