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The challenge with managing alternatives
Managing alternative investments has traditionally been a resource-intensive task reliant on fragmented sources, manual data entry and constant reconciliation. Data arrives in different formats, from PDF emails to spreadsheets and fund portals, making it difficult for teams to track, standardize and report on critical information like capital calls, distributions and valuations. These workflows are not only time-consuming but also introduce significant operational risk and potential for data quality issues.
Private markets now account for over $15 trillion in investments, according to Datos Insights1, and are expected to reach $60-65 trillion by 2032, according to Bain & Company.2 As allocations to alternative investments continue to grow, these outdated processes become increasingly unsustainable — limiting scale, increasing overhead and preventing firms from delivering timely insights to clients.
The solution: Alts Data Management
Addepar Alts Data Management automates and centralizes the way firms manage alternatives. Instead of chasing down PDFs, emails and portal downloads, Alts Data Management helps streamline and scale the entire process. It can collect your documents, extract the necessary data points you need and organize them all in one place.
The result
More scale, less stress. No more late nights manually tracking capital call notices, sifting through emails, logging PDFs into spreadsheets or pulling information from portals.
Increased operational efficiency. Alts Data Management reduces time spent on repetitive tasks, freeing back office teams to focus on more strategic work.
Greater accuracy. Alts Data Management helps firms improve data quality and minimize reporting risk by reducing manual touchpoints.
How Alts Data Management works
Document collection
Automatically retrieve investment documents from fund portals and inboxes so your team doesn’t have to.
Data extraction and processing
By using AI-enabled technology, Alts Data Management identifies and pulls key data points from complex files quickly and consistently.
Data validation
Improve accuracy with automated quality checks backed by a dedicated team of data analysts.
File storage
Access all your alternative investment documents in one secure, centralized location within the Addepar platform.
Whether you're a registered investment advisor, multi-family office or single family office scaling your private market capabilities, Alts Data Management helps you bring clarity to chaos and move faster, confidently. Make manual alternatives work a thing of the past.
Reference:
Top Trends in Wealth Management, 2025: Scalability Rules the Day, Datos Insights, January 8, 2025
Avoiding Wipeout: How to Ride the Wave of Private Markets, Bain & Company, August 21, 2024