Allocator’s coverage of our funds was strong, and they quickly got us up and running with the rest of our funds. We now receive our data onto the platform and into our analytics programmes efficiently. With the data management taken care of, we can focus on the analysis and investing. We recommend Allocator to other investment firms facing the same fund data management hurdles.

The Allocator team have worked closely with us since 2016. They have helped us to ensure that we always have the latest fund data piping into our systems using the Allocator API. The data is used across the team, and has been easy to integrate, providing exposure metrics in a timely manner.

We began working with Allocator in early 2015 and have onboarded a number of our funds. We have regular contact with the Allocator team and find them very responsive to our requests. We appreciate using the platform and have found it particularly helpful and informative in analyzing our portfolios. It gives us an enormous amount of visibility on our portfolios on an aggregated basis and is very useful in terms of breaking down exposures and performance attribution which other systems are unable to provide.

We have been using Allocator to monitor our invested funds, model portfolios and research funds since 2015. The Allocator team have been responsive to our analytics needs and the platform continues to significantly evolve.

We partnered with Allocator as their interface is very intuitive and cost-effective with dynamic charting. Their one-stop-shop solution responds to our analytics needs as it standardizes and digitizes all of our data. This enables us to get quick insights into potential risks and exposures. We also benefit from Allocator’s bespoke and easy-to-produce monthly and quarterly reports.

We began to use Allocator in early 2018. As we discovered the power of the depth of the platform, we began to use it extensively. The flexible delivery mechanism allows us to capture our investment universe and the opportunity to have access to similar funds to create peer groups. Allocator’s one platform automates data aggregation processes by consolidating all of our investment data, thus enabling us to focus on driving returns and managing the exposures and less on data management.

Allocator's data management and software solution allow us to navigate around our invested funds and this flexibility enables us to monitor our fund data and portfolios in a timely manner. The platform allows our team to create custom scorecards which is useful to highlight funds that pass our investment criteria. The team at Allocator have been open to building new features to enhance the platform to accommodate our needs and the data quality is of a high standard. We have found the platform to be intuitive with very little need for external training.

We chose to work with Allocator in early 2020 after undertaking a search to select a new fund investment platform and technologically innovative software services provider. We make extensive use of their intuitive web interface and especially appreciate the streamlining and automation that we were able to achieve by leveraging the Allocator API functionality. The Allocator team has been very responsive to our needs, including developing some new capabilities that we indicated would be helpful for us. We are happy to recommend the Allocator team and their services to other investment consultants and investment managers overseeing fund investments.