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Alternative Investment clarity for Wealth Managers

What is your plan to manage an increasing alternatives portfolio?


See how our tools can help you implement your vision for success.


Operations and Reporting Teams Swamped by Private Capital Markets?

ALTSMARK delivers everything you need to manage private investments end-to-end. Core financials you expect, with powerful complex asset class support. Plus, tons of advanced functionality, including detailed risk, look-thru, and due diligence, that you wouldn’t.
Wealth Management, Hedge Fund, Private Equity, Investor Reporting, ALTSMARK
ALTSMARK can increase productivity, help you make timely decisions, and drive your advisory forward.
Portfolio Management | Reporting | Risk | Compliance

How's it Work?

Cost Effective & Fast
Secure & Private
You Call the Shots
  • Simple low cost per user monthly subscription, no contract

  • Sign up 1 user or 1,000, it's your call

  • Easy to learn, with unlimited training

  • Results within days

  • Every client separate from the others

  • Privacy & GDPR Ready

  • It's Your Data, never examined, sold, or used by anyone

  • Encrypted, Safe and Easy to access

  • Run it yourself

  • Ask us to help a little, or fully outsource

  • Add or remove users, anytime for any reason

  • No Coding, No Consulting, No Joke!

A Comprehensive Approach To Alternative Portfolio Management



The world of Private Capital Markets is in the midst of a seismic transformation. With an ever increasing number of UHNW, HNW and Mass Affluent Investors, led by their advisors, now seeking opportunities long dominated by a handful of families and institutions.


Yet many firms are forced to rely on outdated legacy systems that just don't support this ever-expanding asset class, and the most pervasive financial technology, globally, is still Excel. As a result, many advisors and investors are challenged to answer the most basic questions and take timely action on their alternative investments. 


ALTSMARK wants to  support your firm’s unbridled growth—from the first hedge fund or real estate investment, to your own feeder funds, and beyond.

We help you gain deep, real-time visibility into every corner of your organizations Private Capital business.

We provide immediate improvement in a high-value business function to our clients; and defend their economics with our flexible and low fixed monthly subscription model.


Purpose built for Private Capital Markets by Private Capital Markets, ALTSMARK provides everything you need to manage private investments end-to-end. Core Financials you expect, with powerful complex asset class support. Plus, advanced functionality you wouldn’t, including detailed risk, compliance, look-thru, and due diligence.


Everything you need to increase productivity, reduce costs, make timely decisions, and grow your firms alternatives book of business.



Tel: 802-855-3754
Manchester, Vermont


To schedule a product demo with a member of the ALTSMARK team, please fill  in your contact details.
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