ALTSMARK is a private capital management platform that provides tools for end-to-end management of private investments, including core financials and complex asset class support. It addresses the inefficiencies of outdated legacy systems by offering real-time visibility, detailed risk analysis, and compliance features, enabling financial advisors to make timely decisions and enhance client engagement.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors often struggle with outdated legacy systems that lack the functionality to effectively manage the complexities of private capital investments. This leads to inefficiencies in operations, reporting, and risk analysis, hindering their ability to make informed decisions and provide timely insights to clients.
Solution
ALTSMARK is a private capital management platform designed to provide financial advisors with the tools they need to manage private investments from end to end. The platform offers core financial functionalities along with support for complex asset classes, enabling real-time visibility into investments. It also includes advanced features such as detailed risk analysis, look-through capabilities, and due diligence tools, empowering advisors to make smarter, more timely decisions, improve client engagement, and ensure compliance.
Target Audience
The primary target audience includes financial advisors, wealth managers, and their operations and reporting teams who are managing or seeking to expand their offerings in private capital markets.
Features
- End-to-end management of private investments, including core financials and complex asset class support
- Detailed risk analysis, look-thru capabilities, and due diligence tools
- Real-time visibility into all aspects of private capital investments
- Compliance features to ensure regulatory adherence
- Secure and private environment with client data separated and encrypted
- Easy-to-learn interface with unlimited training
- Flexible, low-cost monthly subscription model with no AUM fees