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
App Mockup

About Us

EMPOWERING FINANCIAL ADVISORS AND INVESTORS WITH SMARTER COMPLIANT
ALTERNATIVE INVESTMENT DATA

My Alts Data App Interface

Simplifying alternative investment data with smarter financial advice

At My Alts Data, we're transforming the way private fund data and alternative investments are managed. Built for financial advisors, clients, and fund sponsors, our platform offers a secure, intuitive way to track, report, and collaborate on private assets like DSTs, REITs, and private equity.

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

Why we exist

  • 📊 Help clients gain control and visibility over their private investments.
  • 💎 Support financial advisors with better tools to advise and serve their clients.
  • 🏢 Enable fund sponsors to manage and share accurate fund data — all in one place.
  • 📋 Support compliance initiatives to supervise communications and reporting.
Executive portrait

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

View Holdings in Real-Time

Stay up-to-date with your private investments. Instantly access your full portfolio, including fund names, current valuations, and recent performance — all in one clean, easy-to-read dashboard.

Understand Asset Allocation

See how your investments are distributed across different asset classes like real estate, equities, and alternative assets. Gain insights into risk exposure and diversification to make more informed financial decisions.

Collaborate with Your Financial Advisor

Seamlessly share your investment profile with your trusted advisor. Get personalized recommendations, ask questions, and align your portfolio with your long-term goals all through secure and compliant channels.

Investment app interface showing portfolio details

Advisor Features

Powerful Tools To Manage Client Portfolios

Access and Manage Multiple Client Accounts

Easily switch between client profiles to monitor investment progress, review holdings, and make informed updates. Your dashboard is optimized for clarity, giving you complete control of each client's alternative investment strategy — all from one secure interface.

Generate Portfolio Insights

Unlock valuable insights with data-driven analysis tools. Get performance breakdowns, asset allocation trends, and custom reporting to help guide clients in achieving their financial goals. Perfect for tailored investment strategies and client review meetings.

Get Alerts and Maintain Trusted Relationships

Stay ahead of the curve with smart alerts — from investment changes to portfolio milestones. Use built-in communication tools to keep your clients informed and engaged, building trust and long-term advisory relationships.

Fund Sponsor Features

Fund Sponsor Features

Get started
Fund Dashboard Mockup

Update and Manage Your Fund Listings

Effortlessly add, edit, or archive fund details such as current valuation, IRR, start/end dates, and investment criteria. Keep your offerings accurate and up-to-date for all stakeholders.

Automatically Sync Data Across Investor Profiles

Update your fund data once — and let the system handle the rest. When a sponsor modifies valuation or performance, those changes instantly reflect across every investor account tied to that fund via Tax ID match.

Real-Time Fund Performance Dashboard

Track your fund's performance metrics over time, including valuation changes, IRR trends, and investor growth — all in one intuitive dashboard.

Compliance Features

Powerful Tools to Manage Client Portfolios

Track and Approve Compliance Forms

Easily review, approve, or reject submissions such as OBAs, Gifts, and Political Contributions — all in one streamlined workflow. Status updates and submission history are recorded for audit accuracy.

Review Center for Key Forms

Quickly access pending submissions across all categories like Gifts, Political Contributions, OBAs, Complaints, and more. The “To Review” section shows real-time counters and directs the CCO to review and take action instantly.

Employee Compliance Snapshot

Get a consolidated table view of all registered employees, including attestation dates, contact details, and compliance role. Useful for tracking form submissions, follow-ups, and audit readiness.

Pricing

TRANSPARENT PRICING BUILT FOR CLIENTS, ADVISORS,
AND FUND SPONSORS

1 month

Client

$19.99
  • Access to client dashboard
  • View portfolio summaries
  • Schedule and manage calls with your Advisor
  • In-app messaging with your Advisor
  • Print off or email holdings
  • Helps keep family members and key advisors, accountants etc aware
  • View portfolio summaries
  • Preserve comprehensive record of transactions
  • Access to File Vault, to transfer files in a secure manner
  • 24/7 AI Chatbot support to intelligently engage with Users, to handle queries and generate support tickets as needed.
Purchase
1 month

Advisor

$39.99
  • Access to advisor dashboard, that can be customized with your logo or image
  • View portfolio summaries of all clients
  • Schedule and manage your client calls
  • In-app messaging with your clients
  • Access to your client's dashboard
  • View your portfolio summaries
  • Schedule and manage your client calls
  • In-app messaging with your clients
  • Access to File Vault, to transfer files in a secure manner
  • CRM to maintain notes, scheduling, and conducting email campaigns
  • Client Statement Personalization with your logo or other image
  • 24/7 AI Chatbot support to intelligently engage with Users, to handle queries and generate support tickets as needed.
  • Ability to upload unlimited current private fund clients and data via Excel directly into your dashboard
  • Built in CRM to accommodate up to 10,000 Client/Prospect Profiles
  • CRM supports Excel based bulk upload Client/Prospect data into pre-defined fields
  • CRM email is compliant with automatic
  • Advisor Users may create multiple Client User accounts to add value and enhance reporting
Purchase
1 month

Fund Sponsor

$99.99
  • Access to fund sponsor dashboard, that can be customized with your firm logo or fund icon
  • Update Clients and Financial Advisors
  • Create funds and track funds
  • In-app messaging with clients and advisors
  • Schedule and manage client calls
  • Manage both Fund and Sponsor Profile
  • Preserve comprehensive record of transactions
  • In-app messaging with clients
  • Access to File Vault, to transfer files in a secure manner
  • CRM to maintain notes, scheduling, and conducting email campaigns
  • Client Statement Personalization with your logo or other image
  • Push notification to all clients and advisors that follow or own your private fund, regarding fund updates
  • A full customized reporting solution for Private Fund Clients
  • 24/7 AI Chatbot support to intelligently engage with Users, to handle queries and generate support tickets as needed
  • Ability to upload unlimited current private fund clients and data via Excel directly into your dashboard
  • Built in CRM to accommodate up to 10,000 Client/Prospect Profiles
  • CRM supports Excel based bulk upload Client/Prospect data into pre-defined fields
  • CRM email is compliant with automatic
  • Fund Sponsors may create multiple Client User accounts to add value and enhance reporting
Purchase

Testimonials

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

Contact Us

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

Get In Touch

5 Centerpointe Drive, Suite 400, Lake Oswego, OR 97035
+1 844-494-6367
cs@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
Financial Dashboard Mobile App