Dashboards
Tailored Dashboards for Every User
First Oregon’s My Alts Data platform offers four purpose-built dashboards
designed to meet the distinct needs of Clients, Financial Advisors, Fund
Sponsors, and Compliance Officers — all in one secure environment.
User Type Dashboard
Overview
| Features | Clients | Financial Advisors | Fund Sponsor | Compliance |
|---|---|---|---|---|
| Full Access to File Vault | ||||
| Private Fund Portfolio Monitoring | ||||
| CRM Access | ||||
| In-App Advisor Notes | ||||
| Push Notifications from Fund Admins | ||||
| Distribution Tracking | ||||
| Compliance Messaging (17a-4) | ||||
| Custom Report Generation |
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.
