Everything Fund Managers Need in One Platform
From data collection to investor reporting - manage your fund operations end-to-end
Sound Familiar?
Common challenges fund managers face
Fragmented Tools
Different tools for data collection, reporting, and investor relations
Manual Processes
Manual data gathering consuming valuable team bandwidth
Investor Expectations
Growing demands for transparency, ESG data, and self-service access
Scaling Challenges
Growing AUM without proportionally growing operations headcount
How AltoaX Helps
A complete platform for fund operations
Unified Platform
One platform for all fund operations - no more tool sprawl
Automated Collection
AI-powered data collection and document processing
Investor Portal
Self-service transparency with capital accounts and documents
AI Analytics
Intelligent insights and reporting across your portfolio
Manage your entire fund operation from a single dashboard
The Complete Platform
Every feature you need, working together
Form Builder
15 field types, conditional logic, automated distribution
Document Intelligence
AI-powered extraction from PDFs, Excel, images, and scans
Portfolio Analytics
Real-time dashboards, KPIs, and performance metrics
Investor Portal
Self-service access with capital accounts and documents
Report Generator
Branded PDFs with custom sections and visualisations
AI Assistant
Context-aware chat with access to your data and documents