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Getting Started FAQs
Both Avisors and Fund Sponsors have the ablity to upload or download clients in bulk via excel.
To upload, please use the sample template provided in the My Alts Data platform.
To create an account, click on the "Sign Up" button in the top navigation bar. Choose your account type (Client, Advisor, Fund Sponsor, or Compliance Officer) and fill in the required information. You'll receive a verification email to complete your registration.
AltsData offers five types of accounts:
• Client: For individual investors managing their portfolios
• Advisor: For financial advisors managing client relationships
• Fund Sponsor: For organizations offering investment funds
• Compliance Officer: For regulatory oversight personnel
• Admin: For platform administration and system management
AltsData is a comprehensive alternative investments management platform that enables investors, advisors, fund sponsors, and compliance officers to track, manage, and analyze alternative investment portfolios. The platform provides tools for portfolio management, compliance tracking, document management, and reporting.
AltsData offers flexible subscription plans tailored to different user types and organization sizes. Contact our sales team for detailed pricing information and to discuss which plan best fits your needs. We offer both monthly and annual subscription options.
Yes, we offer a free trial period for new users to explore the platform features. Contact our sales team to set up your trial account and receive personalized onboarding assistance.
AltsData uses industry-standard encryption for all data transmission and storage. We implement multi-factor authentication, regular security audits, and comply with all relevant financial data protection regulations including SOC 2 Type II compliance.
Two-factor authentication (2FA) adds an extra layer of security to your account. After entering your password, you'll receive a one-time code via email that you must enter to complete the login process. This helps protect your account even if your password is compromised.
Yes, AltsData employs bank-level security measures including 256-bit SSL encryption, secure data centers, regular penetration testing, and compliance with financial industry security standards. Your data is backed up regularly and stored in geographically distributed locations.
AltsData supports various integrations including custodian systems, accounting software, and CRM platforms. Contact our technical team to discuss specific integration requirements and API availability.
You can reach our support team by:
• Submitting a support ticket through the platform
• Using our live chat feature (available for logged-in users)
• Emailing us at support@myaltsdata.com
• Calling our support hotline during business hours
Our support team is available Monday through Friday, 6 AM - 6 PM Pacific time.
Click on the "Forgot Password?" link on the login page. Enter your email address and we'll send you instructions to reset your password. Make sure to check your spam folder if you don't see the email within a few minutes. If you continue to have issues, contact our support team.
Log into your account and navigate to your profile settings. You can update your personal information, contact details, notification preferences, and security settings. Some changes may require email verification or admin approval.
AltsData supports the latest versions of Chrome, Firefox, Safari, and Edge browsers. For the best experience, we recommend using Chrome or Firefox with JavaScript enabled. Mobile browsers are also supported for basic functionality.
Client FAQs
Navigate to your dashboard and click on "Add Investment". Fill in the investment details including type, amount, and relevant documentation. Your advisor will review and approve the addition to your portfolio. You can also upload supporting documents during the investment entry process.
Your dashboard provides real-time portfolio analytics including performance charts, asset allocation breakdowns, and detailed investment reports. You can also generate custom reports for specific time periods and compare your performance against benchmarks.
Yes, any private fund or other investment can be added to a Client investment portfolio. This includes private equity, hedge funds, real estate investments, commodities, and other alternative investments. Each investment type has specific data fields to capture relevant information.
Go to the "File Vault" section in your dashboard. Click "Upload Document" and select the files from your device. You can categorize documents by type (statements, tax documents, agreements, etc.) and add descriptions for easy organization. The system supports various file formats including PDF, Excel, and images.
Navigate to the "Reports" section in your dashboard. Select the report type (portfolio summary, performance analysis, tax reporting, etc.), date range, and any specific filters. Click "Generate Report" to create a PDF that you can download, print, or share with your tax advisor.
Your client dashboard displays comprehensive performance metrics including total portfolio value, individual investment performance, and comparative analytics. Use the date range selector to view performance over different periods. You can also view charts showing asset allocation, performance trends, and risk metrics.
Yes, the platform includes a built-in messaging system that allows you to communicate directly with your assigned advisor. You can send messages, share documents, ask questions about your portfolio, and receive updates about your investments. All communications are securely stored and searchable.
AltsData supports tracking of all alternative investment types including private equity, hedge funds, real estate investments, commodities, cryptocurrency, art and collectibles, structured products, and more. Each investment type has customized fields to capture relevant performance and tax information.
Contact your advisor and ask them to send you an invitation through the AltsData platform. Once you receive the invitation email, follow the instructions to link your account with your advisor. This will allow them to view your portfolio and provide advisory services.
Yes, you can configure alerts for various events such as distribution payments, NAV updates, document uploads, and performance thresholds. Alerts can be delivered via email or in-app notifications according to your preferences.
You can update investment information from your portfolio dashboard. Click on any investment to view details and make updates to valuations, distributions, or other data. Some changes may require approval from your advisor or supporting documentation.
AltsData is accessible through mobile web browsers with a responsive design optimized for mobile devices. While there isn't currently a dedicated mobile app, you can access all core features through your phone or tablet's web browser.
From the Reports section, you can export your portfolio data in various formats including Excel, CSV, and PDF. This is useful for sharing with accountants, tax preparers, or for your own record-keeping. Exported data includes all investment details, performance metrics, and transaction history.
Advisor FAQs
Both clients and trusted financial advisors can input investment information. As an advisor, you can add investments on behalf of your clients or allow clients to add investments that you can review and approve. All entries maintain a complete audit trail.
Your advisor dashboard provides a comprehensive overview of all client portfolios. You can switch between clients, view their investments, generate reports, and communicate through the built-in messaging system. The dashboard includes summary metrics across all clients and quick access to client-specific views.
Use the client invitation feature in your dashboard. Enter the client's email address and any initial setup information, then they will receive an invitation to join the platform with your advisory relationship pre-established. You can customize the invitation message and include onboarding instructions.
The platform includes comprehensive compliance tracking, audit trails, document management, and reporting features to help you meet regulatory requirements. Features include automated compliance monitoring, violation alerts, regulatory report generation, and the ability to assign compliance officers to oversee activities.
Access the Reports section from your advisor dashboard. Select the client, report type (portfolio summary, performance analysis, allocation report, etc.), and date range. The system will generate comprehensive PDF reports including portfolio performance, asset allocation, investment summaries, and custom commentary sections.
Yes, the platform supports bulk import of investment data through Excel templates. Navigate to the Import section in your dashboard and download the template to get started. The system validates data during import and provides error reports for any issues that need correction.
The platform provides detailed engagement metrics showing client login activity, document views, message interactions, and portfolio reviews. This helps you identify clients who may need additional attention or support.
Yes, you can customize reports with client-specific branding, commentary, and analysis. The platform supports templated reports that can be personalized with your firm's logo, custom sections, and tailored investment commentary for each client.
Through the document management system, you can upload documents and control which clients have access. You can share documents with individual clients or groups, set access permissions, and track who has viewed documents. Clients can also upload documents for your review.
AltsData provides comprehensive training resources including video tutorials, user guides, webinars, and one-on-one training sessions. Contact our support team to schedule personalized training for you and your team.
The platform supports various fee structures including AUM-based fees, performance fees, and fixed fees. You can configure fee schedules for different clients and generate fee reports. Integration with billing systems is also available.
Yes, you can create custom investment categories and subcategories to match your firm's classification system. This allows for more granular reporting and analysis that aligns with your investment methodology.
Fund Sponsor FAQs
After registration and approval, you can add your funds through the Fund Management section. Provide detailed fund information, performance data, and relevant documentation for investor access.
Access your fund dashboard to update NAV, performance metrics, and distribute reports to investors. You can also upload quarterly and annual reports for investor access.
Use the built-in messaging system to communicate with current and prospective investors. You can send updates, reports, and respond to investor inquiries directly through the platform.
Generate investor reports, performance summaries, and compliance documentation. The platform supports automated report generation and distribution to your investor base.
The platform includes compliance tracking tools, document management, and automated reporting to help you meet regulatory requirements. Compliance officers can be assigned to oversee fund activities.
Yes, you can set different access levels for investors based on their investment amounts and relationship with your fund. This ensures appropriate information sharing and privacy controls.
Required documents typically include PPM (Private Placement Memorandum), fund prospectus, audited financials, legal documentation, and performance reports. The platform supports various file formats and provides secure document storage.
The platform provides a comprehensive subscription management system where you can track investor commitments, process subscription requests, manage redemption queues, and maintain detailed investor records.
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