Allocations
Curated by SignalPortfolio management software streamlining fund administration and tax processes.
Overview
Allocations is a portfolio management software platform tailored for financial service firms, focusing on the oversight and optimization of investment portfolios. The platform offers a fund administration solution, tax preparation services, compliance support, and migration assistance, specifically for managing special purpose vehicles (SPVs) and funds. It incorporates advanced analytics and automation features to address issues related to fund administration and tax delivery times. The platform is designed for asset managers and financial institutions, providing capabilities for real-time portfolio monitoring and client reporting.
Key facts
- Founded
- 2019
- Headquarters
- Miami Beach, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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- 7 products and services
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- Commercial model
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Contact
- Primary office
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