Top Preqin Alternatives

FundCount is a sophisticated software solution designed for analytical and partnership accounting, enabling users to monitor, analyze, and generate reports on intricate investment portfolios. This software caters to a diverse clientele, including fund administrators, family offices, hedge funds, and private equity firms. With a built-in multicurrency general ledger and automated workflow features, FundCount enhances operational efficiency in daily tasks. Its user-friendly reporting tools provide flexibility, allowing firms to swiftly produce tailored reports that align with the unique needs of each client. Recognized for its excellence, Hedgeweek awarded FundCount the title of Best Fund Accounting and Reporting System Firm, further solidifying its reputation in the industry. By streamlining accounting processes, FundCount empowers firms to focus on strategic growth and client satisfaction.

Since its inception in 2005, AlternativeSoft has revolutionized the way institutional investors select funds and construct portfolios. Our advanced alternative investment analytics platform empowers users to craft a tailored investment landscape supported by state-of-the-art analytics. The seamless integration of data from sources such as Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin, and Refinitiv simplifies the process for users. With our platform, users can efficiently: - Assess manager risk/return through access to over 3,000 statistics on funds - Establish a customizable investable universe using robust screening tools - Monitor and evaluate fund exposures - Build, optimize, and oversee portfolios - Conduct thorough due diligence on hedge funds - Generate reports on funds using PowerBI or Excel API - Explore a vast array of options, including 500,000 mutual funds, 30,000 hedge funds, and 5,000 fundraising private equity funds, to determine the best choices available With a combined total asset management of over $1.5 trillion globally, AlternativeSoft is trusted by some of the largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers, and advisers to effectively identify and analyze diverse multi-asset class portfolios, encompassing hedge funds, mutual funds, and private equity funds. This trust underscores our commitment to providing cutting-edge solutions that cater to the complex needs of institutional investors.

Altss stands at the forefront of modern fundraising for alternative investments, offering a platform designed specifically for fund managers. With over 1.5 million verified LP contacts, Altss ensures that all data is continually refreshed and accurate, with monthly full-database updates preventing stale information. This platform provides not only LP-side data but also visibility into live fundraising activity across other funds, giving fund managers an unmatched view of the market landscape. What sets Altss apart is its integration of OSINT technology, which allows users to track real-time news, detect liquidity events, and gain insights into LP preferences and behaviors. These capabilities, combined with a comprehensive map of the private market ecosystem, help fund managers optimize their outreach strategies. Altss also offers tailored support for emerging fund managers, ensuring they have the necessary tools to build trust and raise capital efficiently. Whether you're managing Fund I or scaling across geographies with Fund II, Altss accelerates fundraising by eliminating friction and providing actionable insights into potential LP partners.

Allvue Systems is the premier provider of AI-powered, cloud-based software for alternative investment management, serving private equity, venture capital, private credit, and CLO managers worldwide. The platform unifies fund accounting, portfolio monitoring, compliance, investor relations, and financial reporting into one intelligent ecosystem. Its Agentic AI Platform integrates automation and analytics across all operations, helping firms uncover insights, streamline decision-making, and reduce manual work. Designed for both general partners and fund administrators, Allvue supports the full investment lifecycle—from fundraising to capital calls to performance reporting. The Nexius Intelligent Data Platform further enhances data governance and reporting accuracy by centralizing and transforming private capital data at scale. Built on modern, cloud-based architecture, Allvue ensures seamless updates, secure scaling, and zero-disruption innovation as firms expand their portfolios. Its ecosystem integrates with over 20 partner solutions, empowering users with flexibility and extensibility. Backed by decades of financial expertise and trusted by over 500 global clients managing $8.5 trillion+ in assets, Allvue is redefining operational excellence in private markets. The platform’s AI-first approach enables firms to automate compliance, optimize fund performance, and deliver superior investor experiences. In a rapidly evolving financial landscape, Allvue equips investment leaders with the tools to innovate confidently and grow sustainably.

Dakota Marketplace serves as a comprehensive database for institutional investors, designed to enhance the fundraising efforts of sales professionals by offering up-to-date and precise contact details. This platform not only aids in identifying the right individuals for outreach but also equips sales teams with valuable insights that can drive business growth. Suitable for various distribution levels, Dakota Marketplace ensures that all team members can leverage its extensive and often elusive information. Furthermore, it empowers sales teams to effectively expand their Total Addressable Market by providing reliable data. By utilizing Dakota Marketplace, users can gain a clearer understanding of their market landscape, reduce reliance on outdated and incomplete information, and significantly boost the overall productivity of their sales efforts. This ultimately leads to more successful fundraising endeavors and a stronger position in the competitive marketplace.

Established in 2007 and later acquired by Morningstar in 2016, PitchBook offers extensive data on both private and public markets to assist professionals in identifying and capitalizing on prime opportunities. Users can access PitchBook's rich data and insights through its acclaimed software, the PitchBook Platform, along with a variety of integrated tools, industry updates, and detailed reports. As a wholly-owned subsidiary of Morningstar, PitchBook operates from its headquarters in Seattle, London, and Singapore, while also maintaining offices in New York, San Francisco, and Hong Kong. With PitchBook, you can engage in activities like: - Analyzing private market intelligence - Fundraising initiatives - Investment sourcing - Conducting due diligence - Developing business strategies - Expanding your network - Executing deals The clientele that PitchBook serves includes: - Venture capital firms - Corporate development teams - Investment banks - Private equity firms - Limited partners - Legal practices - Accounting firms - Lenders - Commercial real estate companies - Executive recruitment agencies Discover the impact that comprehensive private market data can have on your operations by requesting a free trial today, and unlock new growth avenues for your business. Don't miss out on the opportunity to enhance your investment strategies with PitchBook's advanced resources.

Exquance Insights: Smarter Analytics for Real Estate and Private Equity Exquance Insights is a powerful analytics platform designed for real estate and private equity professionals who want to turn complex data into clear, actionable insights. Its intuitive interface and robust features help users stay ahead of market trends, assess portfolio risks, and make confident, data-driven decisions. Built with the needs of investors, fund managers, and analysts in mind, the platform offers high-impact visualizations and real-time access to critical market data. Key Features: Market Intelligence Access trusted property and private equity market data across regions and submarkets. Benchmark trends to gain a competitive edge. Portfolio Analysis Track KPIs and performance metrics over time to identify underperformers and improve strategy. Advanced Visualizations Use interactive dashboards and reports to explore complex data through clear, customizable charts. User-Friendly Interface Navigate effortlessly with a design that supports professionals at all technical levels. Scalable & Secure Built on a scalable, enterprise-grade architecture with SSO, user roles, and secure integrations. Whether conducting research or optimizing fund performance, Exquance Insights gives you the tools to act with clarity and foresight. Request a demo today and discover how smarter analytics can drive your portfolio forward.

A software solution designed for venture capitalists, investment bankers, and funding advisors to facilitate capital raising, it features a searchable database of 227,000 investors, a customer relationship management system for overseeing deal flow, and tools for hosting pitch decks and sending investor updates. Additionally, it provides email tools for effective investor communication and a Virtual Data Room to streamline the due diligence process. Notably, businesses have successfully secured $17 billion in funding using this comprehensive platform. This platform not only enhances fundraising efficiency but also fosters better relationships between companies and their potential investors.

Designed specifically for limited partners and asset allocators, the Solovis platform transforms the way multi-asset class portfolios are managed. This is the ideal time to boost efficiency, accelerate insights, and refine the investment decision-making processes. It simplifies the data collection from both public and private assets, allowing users to gain a deeper understanding of hedge fund managers, private equity, and alternative investments. Investment data is transmuted into actionable intelligence that can drive results. By enhancing your capabilities with data operations and exposure analysts, you can effectively navigate the complexities of managing portfolios that include hedge funds, private equity, real assets, mutual funds, ETFs, and direct securities, which requires handling numerous data points that can easily reach into the hundreds or thousands. Given that investment data comes in various formats, is updated at different frequencies, and resides in multiple systems, Solovis serves as a centralized hub for portfolio management. It automates the collection of investment data while delivering valuable insights that improve decision-making. Consequently, investment teams can devote their attention to strategic initiatives rather than the burdens of data management, ultimately leading to more informed and effective investment strategies. In this way, Solovis not only streamlines operations but also enhances the overall effectiveness of investment processes.

Backstop provides an exceptional suite of productivity software tailored for investment managers and institutional asset owners. Specifically designed for a variety of organizations, including foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop empowers asset managers and allocators with cutting-edge cloud-based tools that focus on enhancing capital raising and retention, optimizing research and portfolio management, and effectively addressing the needs of their primary stakeholders. Their primary products consist of Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile, all of which provide extensive support for a wide range of operational requirements. By utilizing these sophisticated tools, clients can greatly enhance their operational efficiency and overall effectiveness in the realm of investment management. Additionally, the integration of these solutions fosters a more collaborative environment, allowing teams to work seamlessly together toward achieving their investment goals.

VESTBERRY offers a sophisticated portfolio management and reporting platform tailored for the needs of venture capital and private equity firms. This innovative software enhances the efficiency of VC operations, streamlines reporting, and facilitates communication with limited partners, all while delivering advanced analytics that support informed investment choices. With notable clients such as Atomico, which ranks as the second largest venture capital firm in Europe and has invested in successful companies like Wolt, Skype, and Stripe, we are well-positioned to set the benchmark for portfolio management in the industry. Our commitment to automation and insightful analytics is paving the way for a transformative shift in how investment decisions are made.

PackHedge™, recognized as the premier solution in the investment industry, excels in managing Alternative/Hedge and Private Equity funds, while also accommodating traditional and mutual funds as well as a variety of other investment vehicles, including UCITS, ETFs, equities, real estate, forwards, and currencies. Its capabilities empower users to conduct thorough quantitative and qualitative research and analysis, encompassing risk assessment, stress testing, scenario planning, exposure evaluation, contribution and attribution analysis, and effective asset allocation, portfolio construction, and management. Additionally, it supports shadow accounting for portfolios, managed accounts, and funds of funds, along with crucial liquidity and cash flow forecasting, due diligence, document management, workflow optimization, client relationship management (CRM), compliance needs, KYC processes, and fostering financial innovation. The platform is composed of a suite of advanced modular software tools that are seamlessly integrated, providing exceptional data management models capable of handling multi-source, multiple-frequency, and multilingual qualitative and quantitative data, ensuring that users have access to comprehensive insights and analytics. This holistic approach not only streamlines processes but also enhances decision-making across various investment strategies.

FundFormer streamlines the processing of fund documents for alternative asset managers and investors, enabling quicker operations. Our onboarding portal is tailored specifically for those investing in hedge funds, venture capital, and private equity. It transforms subscription documents into web-based forms that seamlessly incorporate eSignature capabilities. FundFormer efficiently converts existing documents such as investor questionnaires, tax forms, and FACTA-CRS forms into smart webforms that utilize conditional logic for enhanced user experience. Additionally, FundFormer facilitates coordination among all parties involved during the fundraising process, which includes investors' financial advisors and legal representatives. Custom data exports can also be generated for purposes of fund administration or investor onboarding. A dedicated FundFormer professional is available to support you throughout your fund's entire lifecycle, ranging from the initial launch to the final closure and even in managing subsequent secondary transactions. This comprehensive service ensures that all aspects of fund management are handled with expertise and efficiency.

Investors in Venture Capital and Private Equity can effectively leverage alternative data to enhance their sourcing, tracking, and due diligence processes. This type of data offers valuable insights into the landscape of private companies, addressing the challenge posed by the scarcity of traditional financial information. To derive meaningful investment insights, it is crucial to form a comprehensive perspective by integrating various datasets that evaluate the performance of businesses. This includes credit card transaction data, banking activity, and retention metrics, along with user feedback, Net Promoter Scores, and product assessments. Additionally, analyzing mobile and web interactions across multiple devices and platforms can yield further insights. By employing detailed query-based searches, investors can identify companies that align with their specific interests. Furthermore, a multi-metric analysis helps to uncover key performance indicators for these companies. You can either utilize our AI-generated peer comparisons or develop your own customized peer groups for the businesses you wish to monitor, providing a tailored approach to investment tracking. This multifaceted strategy ultimately enhances the decision-making process for investors.

Altvia provides a cutting-edge platform paired with exceptional expertise to assist your firm in navigating the growing complexities of expansion, which involves managing an increasing number of funds and a broader base of limited partners. You can easily distribute customized materials like PPMs, K1s, and capital calls, all while improving the investor experience through a secure portal bolstered by in-depth analytics. At the core of a modern technological platform is a cohesive source of truth that streamlines vital workflows, manages contacts, maps relationships, and automates essential tasks such as emails and assignments. Experience unmatched visibility into your deal flow, which allows you to prioritize opportunities based on their origin or similarity to your firm’s most advantageous investments. Moreover, simplify the reporting processes for portfolio companies and enhance data collection, giving you more time to focus on understanding value creation and evaluating the health of your investments. This comprehensive strategy not only boosts operational efficiency but also cultivates stronger connections with both investors and stakeholders, ultimately leading to more informed decision-making and growth opportunities. By embracing these innovations, your firm can stay ahead in a competitive landscape.

Altvia's comprehensive product suite, combined with its deep industry insights, enhances the Salesforce CRM platform specifically for the Alternative Investments sector. By converting data and relationships into valuable institutional knowledge, firms can obtain the competitive advantage necessary for growth and advancement. The AIM solution from Altvia, designed for Private Equity CRM, effectively captures the dynamics of your investments, monitors portfolio performance, and connects with back-end systems to facilitate scalability. Additionally, AIM can seamlessly integrate with a LP Portal and Data Visualization tool, enabling both internal and external teams to operate more efficiently. This integration fosters trust among stakeholders and investors by providing them with clear and transparent information regarding their capital. As a result, firms can strengthen their relationships and enhance their overall performance in the competitive landscape.

Become part of a vibrant community of more than 1,800 individual investors who have come together through Moonfare to collectively contribute €1 billion towards private equity investments. This is a chance to access top-tier funds from some of the most reputable firms in the world, with entry thresholds starting as low as €50,000. You’ll benefit from insights akin to those enjoyed by institutional investors, as private markets frequently yield the highest shareholder value—Moonfare’s available funds boast an impressive average IRR of 19%, significantly outpacing the S&P 500 by 13%. In a financial environment marked by negative interest rates, volatile public markets, and difficulties in real estate procurement, private equity emerges as a wise choice for savvy investors. Moonfare breaks down barriers by offering low minimum investment requirements, a seamless digital process, and a unique secondary market for trading. You have the flexibility to customize your investment strategy by choosing individual funds or selecting from one of Moonfare’s curated Portfolio products. Furthermore, you have the opportunity to participate in biannual auctions for existing fund investments through the Moonfare Secondary Market, enhancing your overall investment journey. This pioneering platform not only democratizes access to exclusive investment opportunities but also allows you to connect with like-minded investors who share your goals.

Why choose proprietary systems when the latest ERP from Microsoft boasts exceptional features in financial accounting, banking, security, and technology? Elysys leverages the powerful Microsoft Dynamics 365 Business Central platform, offering enhanced capabilities and scalability that particularly shine in specialized treasury management applications. Users can effortlessly create tailored dashboards and reports for a variety of financial or investment data, allowing for detailed exploration of individual transactions. This system not only aggregates financial and non-financial assets across multiple portfolios and asset classes but also supports financial consolidation for groups at different organizational levels. Over the last 15 years, we have launched a comprehensive array of modules covering a wide spectrum of investment forms, ranging from traditional paper investments and money markets to derivatives, structured products, and alternative investments such as private equity, public equities, funds, bonds, options, futures, forwards, and swaps. Our dedication to innovation and excellence empowers our clients with the latest tools and resources to effectively manage their financial operations, ensuring they stay ahead in a dynamic market. Ultimately, the combination of Microsoft’s robust platform and Elysys’s innovative solutions offers unmatched advantages for financial management.

4Degrees provides smart solutions for managing deals and relationships, enabling your team to maximize their professional connections effectively. The platform integrates intuitive network searching with automated data entry and smart alerts, ensuring you capitalize on every opportunity to forge connections or finalize deals. By leveraging 4Degrees, you can fully harness the potential of your network! Our CRM software is commonly utilized in various fields, including: - Venture Capital - Private Equity - Mergers and Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence, showcasing its versatility across different industries.

Tailored solutions featuring innovative experiences, efficient workflows, and carefully selected content are designed to improve distribution and simplify investor service operations for a variety of financial organizations including global asset managers, private equity firms, hedge funds, real estate companies, credit institutions, and funds of funds. A customer relationship management system that is specifically crafted for your sector empowers you to effectively handle contacts, investors, prospects, commitments, and transactions. It provides institutionally branded communications that are appropriate for private placements. This platform acts as a perfect gateway at a competitive cost, especially for firms that do not have a dedicated portal, facilitating quick implementation while ensuring a refined presentation for investors. It includes all the critical workflows and tools required for efficient reporting and communication. By merging CRM functionalities with performance dashboards, it significantly enhances the Essentials Portal experience. This offering is especially beneficial for firms aiming to move away from Excel or other obsolete methods of managing contacts and investor relationships, thus facilitating a more professional operation and improving reporting capabilities. Furthermore, this platform not only helps firms raise their operational standards but also streamlines processes, distinguishing them in a crowded market. Additionally, it fosters better engagement with investors, ultimately leading to stronger relationships and increased opportunities for growth.

Kushim provides specialized software for private equity and venture capital that effectively streamlines deal flow management and monitors portfolio performance. This platform integrates essential insights, metrics, and data typically found within your tech stack, enhancing your investment decision-making process. By connecting entire investment teams, Kushim allows you to focus on discovering the next groundbreaking opportunity rather than getting bogged down in administrative challenges. The tools developed by Kushim are specifically designed with investors in mind, featuring user-friendly interfaces that simplify the tracking of deals and facilitate the growth of your portfolio companies. Whether you are a venture capitalist, a family office investor, or an angel investor, Kushim is equipped to support your unique requirements. Our collaboration with a diverse range of high-caliber investors has helped us tailor our offerings to better meet your expectations. In addition to a comprehensive suite of products including Kushim Portal, Kushim Management, and Kushim Dealflow, we ensure that our solutions are both effective and intuitive, paving the way for your investment success. With Kushim, you can confidently navigate the complexities of the investment landscape and unlock your full potential.

First Rate, a leading provider of financial technology and services specifically designed for the wealth management industry, has successfully acquired Vantage Software, aiming to boost their market presence and global reach by leveraging the combined capabilities of both organizations. With First Rate Vantage, advisors in private equity, venture capital, and real estate are now equipped with a centralized platform for managing every aspect of a fund's lifecycle, which encompasses in-depth reporting on private investments, including deal flow management, partnership accounting, and investor reporting. To learn more about how Vantage can enhance your operations, please select the relevant option below! In 2021, First Rate, Inc. recognized an opportunity to leverage its vast experience and robust client relationships, leading to the strategic acquisition of Vantage. For over thirty years, First Rate has dedicated itself to providing innovative solutions and services that help financial firms achieve full transparency, bolster operational efficiency, and assist advisors in developing more informed and effective investment strategies for their clients. This acquisition represents a pivotal moment in First Rate's ongoing commitment to innovation and client success, signifying their intention to continually evolve in the competitive financial landscape. Ultimately, this merger exemplifies First Rate's dedication to enhancing the wealth management experience for their clients.

Designed specifically for hedge funds, private equity, and funds of funds, AdvisorWare® delivers a robust platform that integrates portfolio management, accounting, and partnership accounting functionalities. This system is adept at addressing the complexities faced by alternative investment funds as they navigate global investment, trading, and management hurdles, while also catering to their rigorous requirements for financial, tax, partnership, and allocation reporting. With an intuitive interface, it enhances operational efficiency by allowing seamless management of diverse instruments and corporate actions, all while safeguarding data integrity. By incorporating proactive automated exception handling, workflow management, and reconciliation features, it effectively mitigates operational risks. Furthermore, AdvisorWare® fulfills tax and reporting obligations across various jurisdictions, offering fully automated tax allocation for partners, thus ensuring compliance and user-friendliness. With its extensive capabilities, AdvisorWare® serves as an indispensable resource for fund managers aiming to optimize their operations and enhance the precision of their reporting processes. In a landscape where accuracy and efficiency are paramount, utilizing a tool like AdvisorWare® can make a significant difference in managing complex fund dynamics.

eFront offers a robust suite of software solutions that acts as a unified platform for alternative investors, enabling them to oversee all aspects of their investment processes, including due diligence, fundraising, and reporting for a variety of alternative asset classes. Clients benefit from dedicated support teams and innovative research and development departments, ensuring that eFront enhances their alternative investment strategies effectively. Acknowledged as the leading software provider within the alternative investment sector, eFront presents a wide-ranging assortment of products that cater to all alternative investment asset classes, cater to diverse investor profiles, and meet specific client needs. Utilize our solution finder below to discover the perfect tool tailored for your unique investment path. As the capital markets landscape evolves and a growing portion of funds is directed toward private markets, insurers face considerable operational challenges due to reliance on disparate systems, spreadsheets, and manual processes, which makes the seamless integration of comprehensive portfolios that include both public and private assets increasingly vital. Addressing these operational hurdles is crucial for enhancing investment performance, ensuring alignment with market trends, and ultimately achieving long-term success in an ever-changing financial environment.

The Caissa Platform distinguishes itself as the leading investment analytics tool designed specifically for institutional allocators, including endowments, foundations, OCIOs, pension funds, and family offices. Serving clients who collectively oversee assets surpassing $1.7 trillion, this web-based platform equips users to perform in-depth analyses encompassing exposure, risk, liquidity, attribution, and private equity modeling across a variety of multi-asset class portfolios. Our committed data team meticulously aggregates all types of transparency data—spanning investor letters, separately managed accounts, private equity details, and 13Fs—into the Caissa Platform. This data is subjected to a rigorous process involving cleansing, harmonization, migration, and integration, resulting in a unified resource for users. By offering harmonized exposures that allow for comprehensive aggregation across different asset classes and investment vehicles, our platform facilitates the seamless execution of exposure, risk, liquidity, attribution, and quantitative analyses, significantly improving decision-making for portfolio managers and their associated investments. In essence, the Caissa Platform not only simplifies analytical workflows but also elevates the overall investment strategy for its users, making it an indispensable resource in the competitive financial landscape.

FolioSure offers Private Equity (PE) and Venture Capital (VC) firms a competitive edge in overseeing their portfolios and managing data operations effectively. This comprehensive, cloud-based portfolio monitoring solution enables users to track and assess the performance of portfolio companies seamlessly. Furthermore, it can be easily incorporated into your current technological framework and tailored to meet your specific needs, ensuring optimal functionality and user experience. With FolioSure, firms can enhance their operational efficiency and make informed decisions based on real-time insights.

Enhance your comprehension of the risk-return dynamics associated with your investments. By leveraging a blend of thorough technical, fundamental, and quantitative analyses, you can make more informed investment choices. Statmetrics serves as an all-encompassing tool for portfolio evaluation and investment research. Tailored for Android mobile devices, Statmetrics offers seamless access to worldwide market data, timely news updates, and functionalities to track and evaluate markets, along with advanced charting and technical analysis capabilities. Additionally, it enables you to create and backtest diverse multi-asset portfolios while implementing strategies focused on optimizing portfolio risk and return. Furthermore, you can delve into the fundamental aspects of both portfolios and prospective investments for a more rounded investment strategy.

Enhance your investment processing while remaining compliant by utilizing an all-in-one platform designed specifically for private capital raising and tailored for users. In under half an hour, you can customize your platform, establish an offering, and design an optimal user experience that caters to both investor and organizational requirements. With data-driven targeting, you can significantly reduce prospecting time, automate personalized engagement marketing, and conduct investor compliance checks with just one click. Is your legacy data cluttered and outdated? Our skilled engineers will streamline and transfer your legacy data to your new platform during the onboarding process, facilitating quicker deal closures. Furthermore, you can take advantage of our API and webhook features to integrate all necessary services that pave the way for your success, ensuring a smoother operational flow and better connectivity. This comprehensive approach not only saves time but also enhances overall efficiency and effectiveness in your investment strategies.

Your entire investment management requirements can be fulfilled through a single comprehensive platform. This online solution is specifically designed for Limited Partnership investors, providing efficient portfolio tracking. It allows for the careful analysis of financial documents and seamless integration of various investment accounts. Users can generate and export detailed reports effortlessly, while automated transaction tracking ensures that all activities are monitored in real-time. Vyzer prioritizes high-level security measures to safeguard your confidential information. By offering a secure environment, Vyzer enables investors to enjoy transparency and clarity regarding all their holdings through an integrated, user-friendly dashboard. With AI-driven, unbiased insights, users can optimize returns not only on traditional investments but also on real estate syndications, private equity, and cryptocurrencies. Vyzer stands out as the sole digital wealth platform that merges public and private investment performance tracking with essential financial planning tools, projections, and soon, benchmarking capabilities into one robust solution. This innovative approach simplifies the process of managing and tracking your financial assets effectively. Ultimately, Vyzer empowers investors to take control of their financial future with confidence.

Our platform integrates a variety of asset categories into a single interface, enabling you to thoroughly comprehend your portfolio, conduct calculations tailored to the unique characteristics of each asset type, and evaluate performance through pertinent groupings. By leveraging these specific metrics, we effectively analyze the performance aspects of your diverse multi-asset class portfolios. Our extensive offerings include publicly traded stocks, fixed-income assets, stakes in long-only funds, hedge fund share classes, cash and short-term instruments, currency forwards, as well as Private Equity and Real Estate investments, which can be accessed through direct investments or partnerships, along with futures and options. Additionally, you have the liberty to create your own investment framework to meet your unique needs. You can examine and assess your positions over any chosen timeframe while having the option to view them in-depth or group them based on the factors that are most significant to you, such as asset classes, sectors, regions, asset managers, strategic levels, or any other personalized criteria you select. This customized approach not only enhances your investment analysis but also guarantees that it remains highly relevant and insightful, empowering you to make informed decisions. Ultimately, the flexibility of our platform allows you to adapt your analysis to the evolving dynamics of your investment landscape.