Build just the right portfolio for your client, then share it instantly
Learn about key benefits of AlphaBot for different types of users below
Forget spreadsheets. Connect directly to managers and service providers for instant news and performance updates, mix instruments from different asset classes, find the best strategies and services providers - everything you need is there to help you focus on finding the best investments for your needs.
Connect your investors to your products, receive updates from managers, track peer groups, benchmarks, and markets. Create industry-grade reports, share your research and DDQs, keep track of your managers - all in one tool. Make it easy for your clients to research and invest in your products.