Is your data currently spread across different systems and multiple spreadsheets? Take control with AltPro from UMB Fund Services.
AltPro consolidates your investor, investment and fund information in a single platform. So you can spend less time on reports, and more time doing what you do best for your clients.
Watch AltPro in action and see just how easy it is to view, analyze, query and export your fund data with this powerful platform.
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Make smarter, data-driven decisions with powerful insights and real-time investment information.
Customizable to support your unique and complex fund structures while eliminating manual workarounds.
Access your fund data immediately and securely from anywhere, on almost any device.
Maintain ownership of your data with integrations to in-house or third party systems and provide a seamless investor experience.
We've put together a guide containing 10 questions to ask when evaluating fund accounting and investor reporting technology to help you select the best system for your unique needs.
“We found the UMB service team to be focused, responsive and willing to share their experience and knowledge of industry standards allowing us to grow our product rapidly. Our clients have commented on the ease in which they can access the data and reports they need in a timely and efficient manner.”
—Pat Joyce, Executive Vice President, Oberweis Asset Management, Inc.
Bank deposit products provided by UMB Bank n.a., Member FDIC. Equal Housing Lender
A national leader in fund administration services for registered and alternative investment funds.