Data Management Services
Secure & Intelligent Oversight for Alternative Investments
Monitor and manage private fund data across stakeholders—
accredited investors, advisors, sponsors, and compliance
officers.
Our firm operates its proprietary technology platform “My Alts Data” which was designed to help private funds, accredited investors, financial advisors and compliance persons. Through the My Alts Data platform, these parties can monitor individual private fund account information in a secure and confidential manner, accessible via Desktop, Android, and iPhone applications.
The technology platform is available to accredited investors, financial advisors and private funds sponsors on a subscription basis. The My Alts Data platform allows parties to input and monitor detailed private fund account data related to all of a client, financial advisors, or private funds positions
Our firm operates its proprietary technology platform “My Alts Data”
which was designed to help
private
funds, accredited investors, financial advisors and compliance persons. Through the My Alts Data
platform,
these parities can monitor individual private fund account information in a secure and
confidential manner,
accessible via Desktop, Android, and iPhone applications.
The technology platform is available to accredited investors, financial advisor and private fund
sponsors on a subscription basis. The My Alts Data platform allows parties to input and monitor
detailed private fund account data related to all of a client, financial advisor, or private fund positions.
Core Capabilities
Empower better Communications among Clients, Advisors and Fund Sponsors with better private fund reporting and investment data.
Fund Asset Allocation
View and analyze fund asset class distribution with ease.
Geographic Asset Type & Location
Monitor asset geography and type for better risk insights.
Distribution Tracking
Track all fund distributions, timing, and payment history.
Private Fund Data & Portfolio Analysis
Review and analyze detailed performance data across funds.
Manager Contact Info
Access up-to-date information for each fund manager.
Trusted Contact
Assign a trusted contact to support clients when needed.
Two-Step Authentication
Secure logins with robust two-factor authentication.
Secured Data Backup
Automated encrypted backups keep data protected.
24/7 Access
Log in anytime via desktop or mobile for instant updates.
File Vault Access
Upload, store, and share important documents securely.
Account Data Access
Access full account features from app or Dashboard.
Push Notifications
Receive instant updates on fund activity or milestones.
- Full-featured CRM (Client Relationship Management)
- 17a-4 compliant messaging
- Customizable Client and Private Fund Statements
Advisor, Fund Sponsor and Compliance Subscriptions contain all the elements above Features, plus
First Oregon is an independent data administrator; our Code of Ethics requires us to act in our clients best interest, and
Our Privacy Policy prohibits us from selling Client information.
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.
