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About Allocator-platform

Allocator-platform is an advanced investment data management solution that provides investors with comprehensive investment insights, helping them in proper decision making. The platform converts multiple data sources into a single and easy-to-analyze format, making it easier for users to monitor their investment on portfolio and fund levels. Moreover, it also comes with a central repository to keep all the documents in one place in an organized manner and ready to use. With Allocator-platform, admins can decide which colleagues are allowed to use the information across the company. It can be integrated with external third-party databases to keep everything up-to-date. Users can store notes and commentary in one central location that can be accessed by the entire team. Allocator-platform allows investors to easily work with their data in MS Excel or other software and download the particular in CSV and XML formats besides generating PDF reports. With the help of an inbuilt API and other integration facilities, users can also pipe the data into their proprietary systems or other solutions as per need.


Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • Available

Modes of Support

  • Business Hours, Online

Allocator-platform Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

Disclaimer: The pricing details were last updated on 18/06/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Allocator-platform Pricing.

Allocator-platform Alternatives

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Allocator-platform Reviews

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Allocator-platform FAQs

Does Allocator-platform provide API?

Yes, Allocator-platform provides API.

Allocator-platform Contact

Vendor Details

London Mews, London

Contact Details

+44 (0)20 7100 1800

Social Media Handles


Lombard - Odier
SMBC Nikko
Voyager Management


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