Transparency to make data-driven decisions and meet regulatory demands. Standardize your processes within one intuitive platform.

A single, state-of-the-art system with broad product support, capable of handling any alternative fund structure. An end-to-end solution for fund accounting and investor recordkeeping processes.

The AltPro
Advantage Point

One source for alternative investment accounting, record keeping and reporting. Available from UMB Fund Services, integrated with a full-suite of fund servicing solutions for private equity, venture capital, real estate hedge funds and fund of funds.

Empower Yourself 
with Instant Insights

Make data-driven decisions at a glance. AltPro arms you with the ability to view, analyze, query and export the fund data you need in one robust, intuitive platform.

  • Access data securely wherever you are, on desktop, tablet and mobile
  • Explore and analyze investor, investment and fund demographics
  • Drill deep into performance data with clear visibility into each underlying portfolio company

Automate and Integrate Data

It’s game-changing connectivity that ensures accuracy and reduces risk. AltPro’s robust web portal seamlessly integrates with its accounting system, minimizing risk between multiple platforms.

Harness the fund data you need, whether in-house or from third-party systems, with AltPro’s API and automated data sharing functionality. Integrate data feeds with most front-end platforms and third-party systems with ease.

TAKE CONTROL OF YOUR DATA

Customize It Your Way

Fund data acquisition and analysis tailormade to your specifications, by developers who understand the bottom line. Customization and flexibility that off-the-shelf systems can’t compete with. Supported by an in-house development team and deep industry expertise, our proprietary system can customize processes specific to your unique goals.

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For Management

For Investors

Give your investors a top-shelf experience with reporting tailored to their needs and the security to share information on demand. 

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Private equity managers are right to be wary of fund data ‘held hostage’ by third-party administrators »

More than most asset managers, private equity firms have long recognized the need for playing offense as part of their strategy around fund data. In this sense, “offense” includes using fund data in customized reporting as well as sales and marketing efforts. 

Why private equity leaders continue to move to outsourced administration »

As institutional investors continue to take interest in private equity, transparency and accountability are more important than ever—and they are driving fund managers to open their minds to the outsourcing proposition.

Learn about our comprehensive offering to support alternative investment funds. Visit umb.com.