Addigence operates a modern marketplace connecting sophisticated investors with portfolio managers and emerging managers. The platform streamlines investment workflows for portfolio managers, offering tools for track record creation, fee collection, and distribution of investment theses. For qualified clients and institutional investors, it provides efficient sourcing, curation, and transparent monitoring of diverse investment strategies.
Funding
Funding not disclosed
Founders
Product
Problem
Emerging portfolio managers face challenges in attracting qualified clients and institutional investors due to limited exposure and administrative burdens. Qualified clients often lack efficient access to diverse investment strategies and transparent performance tracking. Institutional investors require streamlined tools for discovering and monitoring emerging managers.
Solution
Addigence provides a portfolio management platform that connects emerging managers with qualified clients and institutional investors, streamlining investment processes and enhancing transparency. For portfolio managers, Addigence automates administrative tasks, facilitates client acquisition, and offers tools for strategy management and performance tracking. Qualified clients gain access to a curated selection of investment strategies, portfolio construction tools, and real-time performance monitoring. Institutional investors benefit from a centralized platform for discovering emerging managers, tracking performance, and implementing ESG policies.
Target Audience
Addigence serves emerging portfolio managers seeking to expand their reach, qualified clients looking for diverse investment opportunities, and institutional investors aiming to discover and monitor emerging talent.
Features
- Qualified Client & Institutional Investor Exposure for portfolio managers
- Liquid Alts Fund Solutions
- Portfolio Rebalancer
- Fee Harvesting Tools
- Performance Fee Collection
- Track Record Creation and distribution
- Securities Brokerage and Custody
- Portfolio Manager Sourcing and Discovery for allocators
- Suitable Strategy Curation
- Portfolio Construction Tools (Correlation & Diversification Analytics)
- Built-in Risk Management Engine (Strategy Drift)
- Allocation Performance Monitoring
- Intra-day Dashboard
- Strategy and Thesis Tracking
- Separately Managed Accounts (Managed Account Solution)
- Customizable ESG Policy Implementation Tools
- Real-Time Subscription Management
- Simple Fee Reporting
- Cross-Strategy Correlation Analytics