Allocator

Deployment

Web-based

Best for

SmallMedium

Overview

About Allocator

Allocator is used by investors in hedge funds and private equity funds to automate the data gathering from third party fund managers. Over 4000 funds report data to their investors via the Allocator platform, including over 90 of the Barron's Top 100 hedge funds. We offer LPs access to a streamlined feed for required time series data including NAVs, returns, exposures, performance contribution, transactions, financial statements (via API or our Excel Add In). This is the same data you get in PDFs and portals, just in a clean usable format.

We also have tools for analysis, fund selection, portfolio management and reporting.

At a glance

Software information

Industries served, licensing and the support Allocator provides.

Licensing

  • Quote Based

Support

  • Phone
  • Email

Training

  • Help Guides
  • Video Guides
  • Blogs
  • Webinars

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
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Capabilities

Allocator features

The full feature set, grouped by module.

Investment Management Software

  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management

Hedge Fund Software

  • Contact Management
  • Investor Reporting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management

Plans

Allocator pricing

Free Version
No
Payment Frequency
Quote Based

Media

Screenshots & video

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