Digital platform offering access to private equity, hedge funds, managed futures, private credit, and real assets. Features include digital subscription documents, integrated portfolio reporting, research and due diligence materials.
Systems for accessing and managing private equity, hedge funds, real estate, and other alternative investments for high-net-worth clients.
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Asset Class Coverage The number of different alternative asset classes available through the platform. |
No information available | |
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Open Architecture Supports investments across multiple fund managers or products, not limited to proprietary offerings. |
Positioned as an 'open network' platform with access to a range of non-proprietary third-party funds and managers. | |
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Primary & Secondary Market Access Allows access to both new fund offerings and secondary transactions for increased liquidity. |
Platform includes both new fund offerings and secondary transactions for private investments. | |
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Minimum Investment Size Flexibility Supports investments with reduced minimums to improve accessibility. |
Marketing indicates 'lower minimums' for access, offering flexibility vs. direct allocation. | |
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Co-Investment Opportunities Provides access to private deal co-investment alongside institutional investors. |
Not as far as we are aware.* No mention of access to deal-by-deal co-investment opportunities, only pooled fund access. | |
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Direct Investment Options Allows direct investments into assets (e.g., direct real estate or private company equity). |
Not as far as we are aware.* Interface is built for pooled funds, not for direct investments in real assets or operating companies. | |
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Subscription Window Notifications Automatically alerts users to open and closing dates for investment windows. |
The platform provides notifications for new fundraising window openings and closings. | |
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Deal Pipeline Visibility Provides a dashboard of upcoming and open alternative investment opportunities. |
Includes dashboards to view ongoing and upcoming investment pipeline opportunities. | |
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Geographic Diversity Offers alternative investment products across multiple global regions. |
Lists funds and issuers in North America, Europe, and Asia, indicating cross-region coverage. | |
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ESG/Impact Investment Options Includes alternative investments that are ESG integrated or impact focused. |
Platform highlights ESG and impact-focused funds in their opportunity set. |
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Research Reports Provides professional-grade research, ratings, and reports for each investment opportunity. |
Provides downloadable research reports, fund reviews, and investment commentary. | |
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Manager Track Record Analytics Displays historical performance, risk, and operational history for each fund manager. |
Includes analytics on fund manager performance and track record history. | |
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Fee Transparency Clearly details all associated fees, including carried interest, management fees, and other costs. |
Displays and breaks down fee structure and expenses for each investment. | |
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Third-Party Validation Incorporates third-party due diligence reports or external expert insights. |
No information available | |
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Onboarding Vetting Automation Automates KYC/AML, background checks, and compliance for new issuers and funds. |
Onboarding includes digital KYC/AML workflows for compliance automation. | |
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Historical Performance Data Range The number of years of historical performance data made available. |
No information available | |
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Scenario Analysis Tools Enables users to run stress tests and backward/forward-looking analytics. |
No information available | |
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Track Record Verification Confirms accuracy of fund manager claimed results against third-party sources. |
No information available | |
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Peer Comparison Tools Allows analysis across funds and asset managers for benchmarking. |
The platform offers comparison tools to view fund performance against benchmarks and peers. | |
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Risk Assessment Scoring Provides risk scores or qualitative risk assessments for investments. |
No information available |
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Digital Subscription Processes Supports paperless, end-to-end digital investor onboarding, document signing, and funding. |
End-to-end workflow is digital, supporting online onboarding, e-sign, and capital transfer. | |
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Automated Capital Calls Notifies investors of capital calls and automates drawdowns/fund transfers. |
Digital capital call notifications and drawdown automation are highlighted. | |
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Multi-currency Transaction Support Permits transactions in multiple currencies. |
No information available | |
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Automated Document Generation Generates all required legal, tax, and subscription documents automatically. |
All subscription and regulatory documents are generated digitally at point of order. | |
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Execution Speed Measures the average speed to complete an investment transaction. |
No information available | |
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Real-Time Transaction Status Updates Provides dynamic status tracking on each transaction, from initiation to settlement. |
Dashboard provides real-time status on all transactions from initiation to settlement. | |
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E-signature Integration Facilitates secure digital signing of all agreements. |
Integration with DocuSign (or similar) is standard for legal agreements. | |
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Redemption Processing Automation Streamlines withdrawals or redemptions from alternative investments. |
No information available | |
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Tax Document Automation Generates and delivers Form K-1s and other tax documents automatically. |
No information available | |
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Custody Integration Direct API connections with prime brokers/custodians for easy funding and settlement. |
API/integration available with external custodians for funding and settlement. |
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Multi-Asset Performance Tracking Consolidates performance tracking across all alts, public, and private assets. |
Reporting tools allow for performance tracking across all available alternative asset types in the user's portfolio. | |
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Aggregated Investment Dashboards Provides dashboards summarizing performance, exposures, and other key metrics. |
Aggregated dashboard displays exposures and performance for all linked investments. | |
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Custom Report Generation Allows custom or periodic performance and risk reporting. |
No information available | |
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Tax Reporting Capabilities Supports the generation of annual tax reports across jurisdictions. |
Artivest reporting includes annual tax summary generation for investment accounts. | |
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Look-Through Reporting Enables transparency into underlying holdings of pooled investments. |
Provides 'look-through' exposure to underlying holdings within pooled funds. | |
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Integrated IRR/XIRR Calculation Calculates time-weighted and money-weighted rates of return for each investment. |
IRR/XIRR outputs featured in investment performance reporting. | |
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Customizable Reporting Frequency Lets users schedule report generation (monthly, quarterly, annual, etc.). |
No information available | |
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Multi-Portfolio Aggregation Consolidates investments held across multiple portfolios or accounts. |
Enables account aggregation across multiple client portfolios on the platform. | |
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Data Export Capabilities Exports reports and data to excel, PDF, or other systems. |
Can export data to Excel/PDF; system supports reporting export. | |
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Historical Data Retention Period The length of time historical data is stored and available for users. |
No information available |
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Real-time Risk Alerts Automated alerts for key risk events, performance drops, or exposure breaches. |
No information available | |
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Exposure Analysis Tools Measures sector, geography, and factor exposures for portfolio risk management. |
No information available | |
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Risk Attribution Analysis Attributes risk at the asset, fund, or portfolio level. |
No information available | |
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Stress Testing/Scenario Analysis Models hypothetical market scenarios and their impact on portfolio value. |
No information available | |
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Liquidity Monitoring Measures current and forecasted liquidity status of all holdings. |
No information available | |
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Redemption Notice Alerts Alerts advisors/investors about redemption windows, lock-up periods, and notice periods. |
No information available | |
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Concentration Limit Monitoring Tracks exposures to single entities, managers, or asset classes. |
No information available | |
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Custom Risk Rules Engine Allows custom rule creation for automated portfolio risk controls. |
No information available | |
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VaR and Downside Risk Metrics Calculates Value at Risk (VaR) and other downside risk metrics. |
No information available | |
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Periodic Risk Assessment Intervals How frequently risk assessments can be scheduled. |
No information available |
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Branded White-label Interface Offers customizable branding for advisory firms or private banks. |
No information available | |
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Mobile Application Availability Provides a native mobile app for client access. |
Artivest provides a mobile interface for client access (referenced in solution overview and app store listings). | |
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Client Portal Customization Allows clients and advisors to customize dashboards and displays. |
Client dashboard customization options are available for clients and advisors. | |
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Onboarding Support Services Provides dedicated onboarding specialists and support. |
Onboarding teams/support highlighted in onboarding and training collateral. | |
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In-app Messaging and Communications Enables direct and secure communication between clients and advisors. |
Platform permits secure communication between clients and advisors, e.g., message center. | |
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Notifications and Alerts Automatic push/email alerts for investment events or updates. |
Notifications and alerts for investments, capital calls, and document delivery. | |
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Educational Content Library Access to videos, articles, and FAQs explaining alternative investments. |
Includes FAQ, articles, and video content for client education on alternatives. | |
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Multi-Lingual Support Offers interface and support in multiple languages. |
No information available | |
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Digital Wealth Planning Tools Includes calculators and simulations to guide investment decisions. |
No information available | |
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Self-Directed & Advised Workflows Supports both self-serve and advisor-guided investment processes. |
Supports both individual (self-directed) and advisor-assisted investment workflows. |
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Client Profiling & Suitability Analysis Automates checks for client suitability and allocation limits. |
Has digital client profiling and suitability questionnaires during onboarding. | |
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Batch Processing & Group Orders Enables bulk investment processing for multiple clients at once. |
No information available | |
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CRM Integration Directly integrates with advisor CRM systems for holistic client view. |
No information available | |
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Advisor Performance Dashboards Monitors advisor-driven outcomes and compares to benchmarks. |
No information available | |
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Proposal Generation Tools Generates compliant investment proposals for clients. |
No information available | |
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Regulatory Compliance Workflows Incorporates compliance checks and approvals for all trades. |
Compliance review for trades and onboarding referenced in platform support materials. | |
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Cross-platform Task Management Provides tools for tracking next steps, follow-ups, and to-dos. |
No information available | |
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Note-taking and Collaboration Allows advisors to make notes and collaborate internally. |
No information available | |
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Client Document Vault Secure area for storing and sharing client-specific documents. |
No information available | |
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Analytics on Client Holdings Advisor-facing analytics on risk, return, and diversification of their client pools. |
No information available |
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API Access Supports secure, documented APIs for integration with other systems. |
API integrations available for wealth platforms and partner systems. | |
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Custodian/Broker Integration Can connect to external custodians, banks, and brokerage platforms. |
Supports integration with custodians, banks, and brokerages for investment processing. | |
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Portfolio Accounting Software Integration Exports or syncs portfolio data with accounting systems. |
No information available | |
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Single Sign-On (SSO) Supports secure authentication across multiple enterprise applications. |
Single sign-on supported for enterprise clients; stated in technical integrations section. | |
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Data Import/Export Tools Allows batch upload/download of positions, transactions, and reference data. |
No information available | |
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Real-Time Data Feeds Receives or distributes real-time price and NAV updates. |
No information available | |
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Integration with Market Data Vendors Supports Bloomberg, Refinitiv, PitchBook, or similar feeds. |
No information available | |
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Webhook/Event Notification Support Can trigger external actions based on events in the platform. |
No information available | |
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Open Data Exchange Standards Compliance with open standards (e.g., FIX, OFX) for data interoperability. |
No information available | |
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Scale of Supported Integrations The number of external systems/platforms that can be integrated. |
No information available |
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Data Encryption (at rest & in transit) End-to-end encryption for all platform and client data. |
Data security policies mention standard encryption at rest and in transit. | |
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Multi-factor Authentication (MFA) Requires two or more authentication methods for access. |
Multi-factor authentication is required for all users and advisors. | |
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Regulatory Compliance Support Includes tools for MiFID II, FATCA, CRS, SEC, GDPR, and other regulatory requirements. |
Regulatory disclosures and compliance support (SEC, KYC/AML, GDPR). | |
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Audit Logs Produces immutable records of all user and system actions. |
Provides immutable (read-only) audit logs for tracking user actions. | |
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User Role & Permission Controls Granular access and permission configurations for different user types. |
Role-based permissioning for enterprise and multi-advisor workflows. | |
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Data Residency Options Supports data hosting in regulated jurisdictions as required. |
No information available | |
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Incident Response & Monitoring Continuous cybersecurity threat monitoring and incident protocols. |
No information available | |
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Regular Vulnerability Assessments Conducts periodic penetration tests and security scans. |
No information available | |
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Privacy by Design Frameworks Applies privacy as a core design principle throughout the product. |
No information available | |
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Electronic Records Retention Period The guaranteed period that client records are stored and accessible. |
No information available |
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Concurrent User Support The number of users the platform can support simultaneously without performance impact. |
No information available | |
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Transaction Throughput The number of transactions that can be processed per second. |
No information available | |
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Uptime SLA Guaranteed minimum percentage of uptime. |
No information available | |
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Cloud-based Deployment Supports deployment in public or private cloud environments. |
Artivest is a cloud-delivered SaaS alternative investment platform. | |
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Horizontal Scalability Ability to scale resources dynamically for load increases. |
Platform is built for scalable enterprise deployments handling variable client loads. | |
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Latency to User Actions Average response time for standard user actions. |
No information available | |
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Disaster Recovery RTO Recovery Time Objective after outages or disasters. |
No information available | |
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Geographically Distributed Infrastructure Ensures service continuity and redundancy across locations. |
Data centers and cloud architecture are described as multi-region with redundancy. | |
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Load Testing & Monitoring Regular performance testing and real-time monitoring. |
No information available | |
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Automated Scaling Policies Uses rules to automatically adjust resources based on demand. |
No information available |
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Dedicated Account Manager Assigned resource for high-net-worth client responsiveness. |
High-net-worth clients and institutional relationships include dedicated account managers. | |
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24x7 Technical Support Offers round-the-clock support for issues and questions. |
Enterprise support team available via multiple communication channels, including after-hours. | |
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SLA-Backed Response Times Commits to specific response and resolution windows. |
SLA-backed support for enterprise and wealth partners is advertised. | |
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Multi-channel Support Availability Offers support via phone, chat, email, and in-platform tickets. |
Support offered via chat, phone, email, and in-platform ticketing. | |
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Onboarding & Training Programs Guided setup, training, and onboarding for new users. |
Onboarding and training support programs delivered to institutions and RIAs. | |
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Regular Platform Updates Delivers ongoing features, bug fixes, and performance enhancements. |
Regular feature releases, bug fixes, and performance updates are part of the SaaS operating model. | |
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User Feedback Channels Collects and acts on user suggestions and complaints. |
Feedback channels (beta programs, surveys, advisory boards) available for platform users. | |
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Proactive Issue Notification Notifies users and admins about outages or service degradations. |
Notifies users via dashboard and email for service issues and degradations. | |
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Comprehensive Knowledge Base Detailed online documentation for self-help. |
Knowledge base and self-help portal available for all user tiers. | |
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Integration/Custom Development Services Offers custom integration or build support for client-specific needs. |
Integration and custom development services stated as available for institutional partners. |
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