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MONTHLY SUBSCRIPTION - SINGLE SEAT LICENSE
$250
Billed monthly - 3 month minimum
Key features:
- Compare and contrast funds within the Hamilton Lane and Blue Vault universe
- Access private market answers and product information 24/7
- Auto-generate customizable fund reports, DDQs, and investment committee documents
- Upload external documents for rapid analysis (offering documents, pitch decks, quarterly updates)
- Asset allocation guidance customized for your clients and your firm
- Access resource center support
ENTERPRISE
Contact to learn more
Pricing tailored to your needs
Key features:
- Tailored for RIAs, Due Diligence teams, and Wealth Enterprises supporting financial advisors
- Customizable report generation
- Streamlined workflows for product sourcing and rigorous due diligence
- Curated fund lists to support advisor engagement and product education
- Multi-user collaboration with personalized training and usage insights
- Onboarding support, data integration, and a dedicated Client Success Manager