Build Investor Relationships. Build Trust.
- Connect to potential and existing investors and provide them with direct access to your performance updates, research notes, and DDQs
- Demonstrate value added of your fund using investor-specific settings or benchmarks
- Remain in full control of your data - decide who can access it at any time
- Enable receiving allocation orders directly through the system*
- Cut through the blind chase of traditional data aggregators, see who exactly is requesting or accessing your data
30 days free, then $349/month OR Free with Listing Agreement*
AlphaBot offers a unique blend of features for managers allowing them to connect to investors and provide performance updates directly, stay in contact, share research and market updates, build a relationship and receive allocation orders all within one consistent interface! Use thousands of available benchmarks to replicate typical investor allocations to demonstrate value added of your program. Build and share sample portfolios and reports with your clients. Receive allocations directly through AlphaBot*. Grow your fund while remaining fully in control.
- 30 day risk-free trial (no CC required)
- Document Sharing features included
- Ability to receive allocations directly through AlphaBot*
- Free access to performance of thousands of benchmarks, ETFs, Mutual Funds, and Crypto-Currencies