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

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CLIENT, ADVISOR, PRIVATE FUND AND COMPLIANCE PORTALS
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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.
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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

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View all Private Fund 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 private fund 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, provide commentaries and make informed recommendations. 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. Custom reporting helps guide clients in achieving their financial goals.  Perfect for use in client review meetings. Advisors can add value within their Client reports in real time, with their personal "Advisor Commentary" on each private fund position. This helps keep Clients informed and make better decisions. Client reports are updated and available to print or send via email, in real time.

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. Advisors are alerted in real time when a fund pponsor updates their private fund dashboard.

Fund Sponsor Features

Fund Sponsor Features

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Update and Manage Your Fund Listings

Effortlessly add, edit, or archive fund details such as current commentaries, valuation, IRR, start/end dates, milestones achieved and other investment criteria. Keep your private fund 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, in real time.

Real-Time Fund Performance Dashboard

Track your fund's performance metrics over time, including valuation changes, asset allocation, diversification, IRR trends, including both Fund Sponsor and Advisor Commentaries on each private fund position, in real time — all in one intuitive dashboard.

Compliance Features

Powerful Tools to Manage Client Portfolios

Track and Approve Compliance Activities

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

Monitor Advisors and Fund Sponsors

Review and pre-approve communications such as Commentarties, for Client reports and review planned email marketing campaigns. The Compliance Officer has access to all client communications exchanges, Client Reports and Fund Sponsor commentaries in real time.

Employee Compliance Snapshot

Get a consolidated table view of your supervised registered employees, including contact details, and compliance related activities. Useful for tracking form submissions, follow-ups, audit readiness and pre-approval of marketing and other client communications.

Pricing

TRANSPARENT PRICING BUILT FOR CLIENTS, ADVISORS,
AND FUND SPONSORS

1 month

Client

$12.95
  • Input, view and update Client Profile
  • View private fund portfolio summaries
  • Schedule and manage calls with your Advisor
  • In-app messaging with your Advisor
  • View, print or email private fund holdings
  • Helps keep family members and key advisors, accountants etc aware
  • View Private Fund and Advisor commentaries
  • 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
  • Ability to display and track any private placement investment position
Purchase
1 month

Advisor

$19.95
  • Access to advisor dashboard, that can be customized with your logo or image
  • View private fund 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 and commentaries
  • 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 email campaigns
  • CRM supports Excel based bulk upload Client/Prospect data into pre-defined fields
  • Advisor Users may create multiple Client User accounts to add value and enhance reporting
  • Input, view and update Client Profiles
Purchase
1 month

Fund Sponsor

$49.95
  • 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
  • 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 email campaigns
  • CRM supports Excel based bulk upload Client/Prospect data into pre-defined fields
  • Fund Sponsors may create multiple Client User accounts to add value and enhance reporting
  • Input, view and update Client Profiles
  • Enter, view and edit your private fund commentaries
Purchase
1 month

Compliance Officer

$24.95
  • Access to Fund Sponsor and Advisor dashboards, that can be customized with your firm logo
  • 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
  • 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 email campaigns
  • CRM supports Excel based bulk upload Client/Prospect data into pre-defined fields
  • Fund Sponsors may create multiple Client User accounts to add value and enhance reporting
  • Input, view and update Client Profiles
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
myaltsdata@gmail.com

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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.

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