START YOUR JOURNEY

Smarter Financial Advice. Stronger Investment Oversight.

Manage client portfolios, private funds, advisor collaboration and compliance all in one platform.

Get started

CLIENT, ADVISOR, PRIVATE FUND AND COMPLIANCE PORTALS

About Us

EMPOWERING FINANCIAL ADVISORS AND INVESTORS WITH SMARTER COMPLIANT
ALTERNATIVE INVESTMENT DATA

About MyAltsData: Revolutionizing Alternative Investment Management

We bridge the gap between complex alternative investment data and practical financial advice — helping everyone make smarter decisions with confidence and clarity.

Our platform transforms the traditionally opaque world of alternative investments into an accessible, transparent, and powerful ecosystem where investors, advisors, and fund sponsors can collaborate seamlessly while accessing institutional-grade tools and insights.

Built by investment professionals for investment professionals, MyAltsData combines cutting-edge technology with deep industry expertise to deliver the most comprehensive alternative investment platform available today.

Comprehensive Investment Analytics

Transform complex alternative investment data into actionable insights with our advanced analytics platform. Monitor performance, assess risk, and identify opportunities across your entire portfolio.

Real-time performance tracking and benchmarking
Advanced risk assessment and stress testing
Portfolio optimization recommendations
Interactive dashboards and visualizations
Automated alert system for significant changes

Get Started

Secure Client Collaboration

Streamline communication and document sharing with clients, advisors, and fund sponsors through our secure, integrated collaboration platform designed for investment professionals.

Bank-level security with end-to-end encryption
Seamless document sharing and version control
Integrated messaging and video conferencing
Automated compliance tracking and audit trails
Mobile-optimized access from anywhere

Get Started

Professional Reporting Suite

Generate professional, white-labeled reports that impress clients and stakeholders. Our reporting suite combines beautiful design with comprehensive data analysis.

Customizable report templates and branding
Automated report generation and scheduling
Interactive charts and data visualizations
Multi-format export (PDF, Excel, PowerPoint)
Client portal integration for easy access

Get Started

First Oregon didn't just change private fund reporting capabilities, we revolutionized it for the Client, Financial Advisor, Fund Sponsor and Compliance, through the My Alts Data platform.

Features

POWERFUL TOOLS TAILORED FOR FINANCIAL ADVISORS, CLIENTS, AND FUND SPONSORS.

Client Features

Smart Tools For Confident Investing

Get started

Portfolio Analytics & Performance Tracking

Monitor your alternative investments with sophisticated analytics tools that provide real-time performance metrics, risk assessments, and benchmark comparisons. Get instant insights into your portfolio's health and make data-driven investment decisions.

Secure Document Management

Store and access all your investment documents in one secure, organized location. From subscription agreements to performance reports, everything is encrypted and easily accessible when you need it most.

Advisor Communication Hub

Stay connected with your financial advisor through our integrated messaging system. Schedule meetings, share documents, and receive timely updates about your investments all within the platform.

Investment app interface showing portfolio details

Advisor Features

Powerful Tools To Manage Client Portfolios

Client Portfolio Management

Manage multiple client portfolios with comprehensive tools that track performance, analyze risk, and generate professional reports. Streamline your workflow and deliver superior service to your clients.

Advanced CRM Integration

Build stronger client relationships with our integrated CRM that tracks communications, schedules meetings, and manages client data. Never miss an important follow-up or deadline again.

Compliance & Regulatory Tools

Stay compliant with industry regulations using our built-in compliance monitoring and reporting tools. Automated alerts and documentation ensure you meet all regulatory requirements.

Fund Sponsor Features

Get started

Fund Performance Analytics

Track and analyze your fund's performance with sophisticated metrics and benchmarking tools. Identify trends, optimize strategies, and demonstrate value to current and prospective investors.

Investor Relations Management

Streamline investor communications with automated reporting, secure document sharing, and integrated messaging systems. Keep investors informed and engaged with transparent, timely updates.

Regulatory Compliance Suite

Ensure compliance with SEC, FINRA, and other regulatory requirements using our comprehensive compliance monitoring and reporting tools designed specifically for fund sponsors.

Compliance Features

Powerful Tools to Manage Client Portfolios

Regulatory Monitoring Dashboard

Monitor compliance across all portfolios and clients with real-time alerts, automated reporting, and comprehensive audit trails that ensure regulatory adherence at all times.

Risk Assessment & Analysis

Testimonials

REAL FEEDBACK FROM CLIENTS, ADVISORS, FUND SPONSORS AND INDUSTRY LEADERS.

Geoffrey T. Chalmers, Esq.

Private Placement Securities Attorney

The My Alts Data platform has transformed and streamlined how private fund communication with their clients and advisors. The platform has simplified how Fund Sponsors manage important communications such as fund achievements, milestones and other critical need-to-know items, of great importance to investors and those who have sold fund interests.

Gregg Mahalich

Retirement Planning Specialist

The needs of private fund Advisors and Issuer is addressed with the introduction of the My Alts Data platform. This platform provides Advisors a meaningful method to monetize ongoing advice to HNW clients through its intuitive private fund communications and reporting tools.

Robin Whitlock, Chairperson

Registered Investment Advisor

We selected My Alts Data as our private fund communication management system mainly due to its modern, user-friendly interface – it is an all-in-one solution that perfectly meets our needs.

Their excellent client service and account management post-implementation have been outstanding. We also appreciate My Alts Data collaborative approach – we can rely on their team to give us the best advice, with quick responsiveness. It’s clear that they prioritize their clients, making us feel valued and at the center of their focus.

Al DiNicola, AIF

DST Specialist

This platform has transformed how I manage client portfolios and deliver value. As an advisor managing multiple client accounts with alternative investments, My Alts Data has been a game-changer. The reporting tools and portfolio insights help me provide more strategic advice and demonstrate real value to my clients. The platform's intuitive interface makes it easy to track performance across different asset classes and generate professional reports in minutes.

Michael Williams

Fund Sponsor

Streamlined reporting and better investor communication in one platform. My Alts Data has simplified our investor reporting process significantly. We can now share performance data, updates, and documents securely with all our investors and their advisors. The automated reporting features save us countless hours each quarter, and the analytics tools help us better understand investor behavior and preferences. It's become an essential part of our investor relations strategy.

Paul J McIntyre

Chief Compliance Officer

As a Chief Compliance Officer, I need view the activities of those financial advisor working wint Private Placements, with My Alts Data, I can see it all in one place, in real time. The My Alts Data platform allows CCO's be in better control of their supervised persons private fund activities, in critical areas such as marketing communications, pre-approval of private fund commentaries, campaigns, gigts and QBAs. The platform is low cost, simplifies complex tasks and keeps CCOs informed in real time.

LaToya Maddox, MBA, CPRM®, CES®, CFP®

Registered Investment Advisor

Finally, I can see all my Clients' private investments in one place — clean, clear, and always up to date. I used to struggle with scattered reports, spreadsheets, and emails to track my clients' alternative investments. Now, everything is centralized in one secure dashboard — from valuations and fund names to performance metrics. I feel more informed and confident in my financial recommendations. This platform truly simplifies complex investment data.

Contact Us

We’re Here to Help — Reach Out to Our Team

Get In Touch

TEst

+1 844-494-6367

Support@MyAltsData.com

Leave us a message

Still
thinking?

Start Your Journey with Real-Time Insights, Trusted Advice & Seamless Fund Tools.

click now to start

Empowering Advisors, Clients, and Fund Sponsors with Smarter Data, Clear Insights, and Seamless Collaboration.

All your private investment data — beautifully managed in one powerful platform.

Get started

Smarter Financial Advice. Stronger Investment Oversight.

About Us

About MyAltsData: Revolutionizing Alternative Investment Management

Comprehensive Investment Analytics

Secure Client Collaboration

Professional Reporting Suite

Features

Client Features

Portfolio Analytics & Performance Tracking

Secure Document Management

Advisor Communication Hub

Advisor Features

Client Portfolio Management

Advanced CRM Integration

Compliance & Regulatory Tools

Fund Sponsor Features

Fund Performance Analytics

Investor Relations Management

Regulatory Compliance Suite

Compliance Features

Regulatory Monitoring Dashboard

Risk Assessment & Analysis

Automated Compliance Reporting

Pricing

Client

Advisor/Trusted Contact

Compliance Officer

Fund Sponsor

Testimonials

Geoffrey T. Chalmers, Esq.

Gregg Mahalich

Robin Whitlock, Chairperson

Al DiNicola, AIF

Michael Williams

Paul J McIntyre

LaToya Maddox, MBA, CPRM®, CES®, CFP®

Contact Us

Get In Touch

Leave us a message

Still thinking?

Empowering Advisors, Clients, and Fund Sponsors with Smarter Data, Clear Insights, and Seamless Collaboration.

Still
thinking?