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MONTHLY SUBSCRIPTION
Single Seat License
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Key features:
- Generate custom fund suggestions and asset allocation recommendations for your clients
- Compare and contrast funds within the Hamilton Lane and Blue Vault universe
- Access private market answers and product information 24/7
- Generate customizable fund reports, fund summaries, and performance reports
- Upload external documents for rapid analysis (offering documents, pitch decks, quarterly updates)
ENTERPRISE
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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
- Generate custom fund suggestions and asset allocation recommendations based on your firm’s restrictions and viewpoints
- Multi-user collaboration with personalized training and usage insights
- Onboarding support, data integration, and a dedicated Client Success Manager