Scale Your Fund Admin Without Scaling Your Team
Serve more clients with automated data processing, reporting, and client portals
Sound Familiar?
Common challenges for fund administrators
Format Variety
Client data arriving in dozens of different formats
Manual Bottlenecks
Manual processing creating bottlenecks and errors
Client Demands
Clients expecting faster turnaround and more transparency
Scaling Costs
Headcount growth required to match AUA growth
How AltoaX Helps
Purpose-built for fund admin scalability
Any Format
Document intelligence that handles any client data format
Auto-Normalisation
Automated data normalisation and validation
White-Label Portals
Branded client portals you can customise per client
Template Library
Standardised reporting templates across all clients
Manage multiple clients with standardised workflows and reporting
Built for Fund Administrators
Features that scale with your business
Document Intelligence
AI-powered extraction from PDFs, Excel, images, and scans
Form Builder
15 field types, conditional logic, automated distribution
Report Generator
Branded PDFs with custom sections and visualisations
Multi-Format Export
PDF, Excel, CSV export with API access