Service providers and investment consultants

Understand your clients’ needs better than they do

See the patterns and act on them. Develop indispensable partnerships backed by deep network intelligence, including data and consistent reporting frameworks that help you understand your clients’ needs better than they do. Know who’s about to raise, restructure, and shift allocations before their advisors do. So you can be ready with the perfect approach.

HOW WE HELP SERVICE PROVIDERS AND INVESTMENT CONSULTANTS

Built to uncover the value most investors leave behind

Here’s how we deliver what you need to stay ahead, with deep network intelligence so you can see where capital is going.

Know your clients' needs better than they do

Gain a complete view of what’s going on in private markets, ensuring you’re in the best position to spot opportunities for your clients and business development.

Elevate your advisory

Backed by data, benchmarks and consistent reporting frameworks that set the standard for trust and credibility, develop your relationships into indispensable partnerships.

See the patterns. Then act on them

Know which clients are about to raise, restructure, and shift allocations before their advisors do. So you can be ready with the perfect approach.

Raise the bar

With one compatible platform for data exchange and reporting, client services just got more efficient, integrated, and flexible.

SOLUTIONS

Software and Services

Data, Valuations and Analytics

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FEATURED CONTENT

Cambridge Associates Benchmarks Now Available on S&P Capital IQ Pro

S&P Capital IQ Pro is designed for the modern investment management workflow. Visualize your investment strategy with interactive mapping, portfolio analytics, and dashboards equipped with the latest market data, news, and research.

Talk to a Private Markets Specialist.

Complete the form to discuss your private markets requirements with one of our specialists. We will show you how our data, valuations, software and services can help you achieve your private markets objectives.