Unlock deal flow, automate tracking, and streamline reporting
Manage your portfolio with precision, automate manual processes, and easily
collaborate with trusted peers. Eliminate spreadsheets, PDFs, and outdated
systems for your Family Office.

Altius streamlines every step, from data collection to strategic decision-making.
Uncover insights on your portfolio
 Invest like top-tier endowment funds
Share and monetize your investment research
Unique Tools from Altius

Connect Once, Extract Everything—No More Chasing Data

  • Connect to investor portals

  • Automate account statements

  • No more PDFs or spreadsheets

  • Reduce data errors

See Your Entire Portfolio in One Click

  • Spot performance trends

  • Single, unified dashboard

  • Manage risks effectively

  • Without juggling spreadsheets

Effortlessly Forecast and Manage Liquidity

  • Avoid liquidity crises

  • Map cash calls

  • Real-time planning

  • Anonymous liquidity quotes

  • Enhance portfolio returns 

Advanced Benchmarking Capabilities

  • Compare assets easily

  • Leverage objective insights

  • Pick the winners

  • Optimize returns swiftly

AI-Powered Investment Research

  • Uncover hidden opportunities

  • Access ready-made DDQs

  • Enhance research without extra staff

  • Auto-parse documents

Connect, Collaborate & Co-Invest

  • Network of trusted Investors

  • Share & discover deals

  • Use interactive docs

  • Grow deal flow

Up and Running in Days, Not Months

Minimal Setup | Plug & Play Dashboards
Designed for investors, not IT experts

Book a demo