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390C19.3961 42.1898 19.2613 42.1537 19.1426 42.0851L0.392578 31.1476C0.222528 31.0395 0.100821 30.8699 0.0528816 30.6742C0.0049421 30.4785 0.0344774 30.2718 0.135318 30.0974C0.236158 29.9229 0.400504 29.7942 0.594027 29.738C0.787549 29.6819 0.99528 29.7027 1.17383 29.7961L19.5332 40.5051L37.8926 29.7961C38.071 29.6936 38.2827 29.6656 38.4817 29.7183C38.6806 29.7709 38.8507 29.9 38.9551 30.0773ZM37.8906 20.4172L19.5312 31.1262L1.17188 20.4172C0.993327 20.3238 0.785596 20.303 0.592074 20.3591C0.398551 20.4153 0.234205 20.544 0.133365 20.7184C0.0325242 20.8929 0.00298893 21.0996 0.0509284 21.2953C0.098868 21.491 0.220574 21.6606 0.390625 21.7687L19.1406 32.7062C19.2594 32.7748 19.3941 32.8109 19.5312 32.8109C19.6684 32.8109 19.8031 32.7748 19.9219 32.7062L38.6719 21.7687C38.8419 21.6606 38.9636 21.491 39.0116 21.2953C39.0595 21.0996 39.03 20.8929 38.9291 20.7184C38.8283 20.544 38.6639 20.4153 38.4704 20.3591C38.2769 20.303 38.0692 20.3238 37.8906 20.4172ZM0 11.7179C0.000140524 11.5809 0.0363057 11.4464 0.104868 11.3278C0.17343 11.2092 0.271978 11.1107 0.390625 11.0422L19.1406 0.104668C19.2594 0.036099 19.3941 0 19.5312 0C19.6684 0 19.8031 0.036099 19.9219 0.104668L38.6719 11.0422C38.7903 11.1108 38.8885 11.2094 38.9568 11.328C39.0252 11.4466 39.0611 11.5811 39.0611 11.7179C39.0611 11.8548 39.0252 11.9893 38.9568 12.1079C38.8885 12.2265 38.7903 12.3251 38.6719 12.3937L19.9219 23.3312C19.8031 23.3998 19.6684 23.4359 19.5312 23.4359C19.3941 23.4359 19.2594 23.3998 19.1406 23.3312L0.390625 12.3937C0.271978 12.3252 0.17343 12.2267 0.104868 12.1081C0.0363057 11.9895 0.000140524 11.855 0 11.7179ZM2.33203 11.7179L19.5312 21.7512L36.7305 11.7179L19.5312 1.68475L2.33203 11.7179Z" fill="currentColor"/> 391</svg></div></div><div class="margin-bottom margin-xlarge"><h3 class="small-heading-style text-color-grey-w-800 height-50 height-90">Custom Fund & SPV Solutions</h3></div><div><p class="margin-bottom margin-large">Launch firm white-labeled private markets vehicles while minimizing operational hassle. Solutions can be launched in as little as 30 days.</p></div><div class="button is-link is-icon custom-align-left absolute-bottom"><div>Learn More</div><div class="icon-embed-small w-embed"><svg width="12" height="14" viewBox="0 0 12 14" fill="none" xmlns="http://www.w3.org/2000/svg"> 392<path d="M5.62542 4.57764e-05C5.47624 4.57764e-05 5.33316 0.059309 5.22767 0.164799C5.12218 0.270288 5.06292 0.413362 5.06292 0.562546V11.5798L0.960888 7.47708C0.908627 7.42481 0.846582 7.38336 0.778298 7.35507C0.710014 7.32679 0.636828 7.31223 0.56292 7.31223C0.48901 7.31223 0.415824 7.32679 0.34754 7.35507C0.279256 7.38336 0.217212 7.42481 0.16495 7.47708C0.112688 7.52934 0.0712318 7.59138 0.0429478 7.65967C0.0146646 7.72795 0.000105858 7.80114 0.000105858 7.87505C0.000105858 7.94896 0.0146646 8.02214 0.0429478 8.09043C0.0712318 8.15871 0.112688 8.22075 0.16495 8.27301L5.22745 13.3355C5.27969 13.3878 5.34173 13.4293 5.41002 13.4576C5.4783 13.4859 5.5515 13.5005 5.62542 13.5005C5.69934 13.5005 5.77254 13.4859 5.84082 13.4576C5.90911 13.4293 5.97115 13.3878 6.02339 13.3355L11.0859 8.27301C11.1914 8.16747 11.2507 8.02431 11.2507 7.87505C11.2507 7.72578 11.1914 7.58262 11.0859 7.47708C10.9803 7.37153 10.8372 7.31223 10.6879 7.31223C10.5387 7.31223 10.3955 7.37153 10.29 7.47708L6.18792 11.5798V0.562546C6.18792 0.413362 6.12866 0.270288 6.02317 0.164799C5.91768 0.059309 5.7746 4.57764e-05 5.62542 4.57764e-05Z" fill="currentColor"/> 393</svg></div></div></div></a><a id="w-node-_1c37b079-3f83-fa9a-53bd-47563adf106e-8f46796e" href="#client-portfolio-management" class="feature-card position-relative w-inline-block"><div class="wa_item-text-wrapper"><div class="wa_item-icon-wrapper"><div class="icon-embed-medium w-embed"><svg width="40" height="40" viewBox="0 0 40 40" fill="none" xmlns="http://www.w3.org/2000/svg"> 394<mask id="path-1-inside-1_6109_21937" fill="white"> 395<rect width="40" height="40" rx="0.5"/> 396</mask> 397<rect width="40" height="40" rx="0.5" stroke="#31B09E" stroke-width="2.4" mask="url(#path-1-inside-1_6109_21937)"/> 398<path d="M1.53857 38.4615L39.4873 1.02557" stroke="#31B09E" stroke-width="1.2"/> 399<path d="M0.869629 38.6957L39.5826 20" stroke="#31B09E" stroke-width="1.2"/> 400</svg></div></div><div class="margin-bottom margin-xlarge"><h3 class="small-heading-style text-color-grey-w-800 height-50 height-90">AI-Powered Management & Portfolio Tracking</h3></div><div><p class="margin-bottom margin-large">
400Comprehensive private markets portfolio data and documents in one centralized place, aggregated across diverse sources â with AI-assisted insights, summaries, and workflow tools designed to support operational processes.</p></div><div class="button is-link is-icon custom-align-left absolute-bottom"><div>Learn More</div><div class="icon-embed-small w-embed"><svg width="12" height="14" viewBox="0 0 12 14" fill="none" xmlns="http://www.w3.org/2000/svg"> 401<path d="M5.62542 4.57764e-05C5.47624 4.57764e-05 5.33316 0.059309 5.22767 0.164799C5.12218 0.270288 5.06292 0.413362 5.06292 0.562546V11.5798L0.960888 7.47708C0.908627 7.42481 0.846582 7.38336 0.778298 7.35507C0.710014 7.32679 0.636828 7.31223 0.56292 7.31223C0.48901 7.31223 0.415824 7.32679 0.34754 7.35507C0.279256 7.38336 0.217212 7.42481 0.16495 7.47708C0.112688 7.52934 0.0712318 7.59138 0.0429478 7.65967C0.0146646 7.72795 0.000105858 7.80114 0.000105858 7.87505C0.000105858 7.94896 0.0146646 8.02214 0.0429478 8.09043C0.0712318 8.15871 0.112688 8.22075 0.16495 8.27301L5.22745 13.3355C5.27969 13.3878 5.34173 13.4293 5.41002 13.4576C5.4783 13.4859 5.5515 13.5005 5.62542 13.5005C5.69934 13.5005 5.77254 13.4859 5.84082 13.4576C5.90911 13.4293 5.97115 13.3878 6.02339 13.3355L11.0859 8.27301C11.1914 8.16747 11.2507 8.02431 11.2507 7.87505C11.2507 7.72578 11.1914 7.58262 11.0859 7.47708C10.9803 7.37153 10.8372 7.31223 10.6879 7.31223C10.5387 7.31223 10.3955 7.37153 10.29 7.47708L6.18792 11.5798V0.562546C6.18792 0.413362 6.12866 0.270288 6.02317 0.164799C5.91768 0.059309 5.7746 4.57764e-05 5.62542 4.57764e-05Z" fill="currentColor"/> 402</svg></div></div></div></a><a id="w-node-_3101c501-df58-438c-01fa-bd81b9939bbc-8f46796e" href="#curated-investment-offerings" class="feature-card position-relative w-inline-block"><div class="wa_item-text-wrapper"><div class="wa_item-icon-wrapper"><div class="icon-embed-medium text-color-green-600 w-embed"><svg width="47" height="41" viewBox="0 0 47 41" fill="none" xmlns="http://www.w3.org/2000/svg"> 403<path d="M13.8961 24.4286L22.7038 39.7462C22.896 40.0805 23.3784 40.0805 23.5707 39.7462L32.3783 24.4286M13.8961 24.4286H32.3783M13.8961 24.4286L7.01668 12.4643M32.3783 24.4286L39.2577 12.4643M7.01668 12.4643L0.568018 1.24923C0.376352 0.915902 0.616965 0.499999 1.00147 0.499999H45.2729C45.6575 0.499999 45.8981 0.915903 45.7064 1.24924L39.2577 12.4643M7.01668 12.4643H39.2577" stroke="currentColor"/> 404</svg></div></div><div class="margin-bottom margin-xlarge"><h3 class="small-heading-style text-color-grey-w-800 height-50 height-90">Curated Investment Offerings</h3></div><div><p class="margin-bottom margin-large">Access institutional-quality opportunities across venture capital, growth equity, buyout, and private credit â built on Allocateâs network of 1,500+ fund managers.</p></div><div class="button is-link is-icon custom-align-left absolute-bottom"><div>Learn More</div><div class="icon-embed-small w-embed"><svg width="12" height="14" viewBox="0 0 12 14" fill="none" xmlns="http://www.w3.org/2000/svg"> 405<path d="M5.62542 4.57764e-05C5.47624 4.57764e-05 5.33316 0.059309 5.22767 0.164799C5.12218 0.270288 5.06292 0.413362 5.06292 0.562546V11.5798L0.960888 7.47708C0.908627 7.42481 0.846582 7.38336 0.778298 7.35507C0.710014 7.32679 0.636828 7.31223 0.56292 7.31223C0.48901 7.31223 0.415824 7.32679 0.34754 7.35507C0.279256 7.38336 0.217212 7.42481 0.16495 7.47708C0.112688 7.52934 0.0712318 7.59138 0.0429478 7.65967C0.0146646 7.72795 0.000105858 7.80114 0.000105858 7.87505C0.000105858 7.94896 0.0146646 8.02214 0.0429478 8.09043C0.0712318 8.15871 0.112688 8.22075 0.16495 8.27301L5.22745 13.3355C5.27969 13.3878 5.34173 13.4293 5.41002 13.4576C5.4783 13.4859 5.5515 13.5005 5.62542 13.5005C5.69934 13.5005 5.77254 13.4859 5.84082 13.4576C5.90911 13.4293 5.97115 13.3878 6.02339 13.3355L11.0859 8.27301C11.1914 8.16747 11.2507 8.02431 11.2507 7.87505C11.2507 7.72578 11.1914 7.58262 11.0859 7.47708C10.9803 7.37153 10.8372 7.31223 10.6879 7.31223C10.5387 7.31223 10.3955 7.37153 10.29 7.47708L6.18792 11.5798V0.562546C6.18792 0.413362 6.12866 0.270288 6.02317 0.164799C5.91768 0.059309 5.7746 4.57764e-05 5.62542 4.57764e-05Z" fill="currentColor"/> 406</svg></div></div></div></a></div></div></div></div></div></header><div data-navbar-theme="dark" class="section-wa-dark"><div class="padding-global"><div class="container-large"><div class="padding-section-medium"><div class="layout364_component"><div class="margin-bottom margin-xxlarge"><div class="text-align-center"><div class="max-width-full"><div class="margin-bottom margin-small"><h2 class="text-color-white">Building a private markets practice means dealing with operational chaos</h2></div></div><div class="max-width-large align-center"><div class="margin-bottom margin-small"><p class="text-color-grey-300 text-size-xlarge">Manual workflows, fragmented systems, and operational overhead make it difficult to scale.</p></div></div></div></div><div class="w-layout-grid layout364_grid-list"><div class="w-layout-grid layout364_row _4-col"><div class="layout364_card"><div class="layout364_card-content small"><div class="layout364_card-content-top"><div class="margin-bottom margin-large"><div class="layout364_item-icon-wrapper"><div class="w-embed"><svg width="72" height="72" viewBox="0 0 72 72" fill="none" xmlns="http://www.w3.org/2000/svg"> 407<path d="M0 8C0 3.58172 3.58172 0 8 0H64C68.4183 0 72 3.58172 72 8V64C72 68.4183 68.4183 72 64 72H8C3.58172 72 0 68.4183 0 64V8Z" fill="#383838"/> 408<path d="M48.5 26V31C48.5 31.1326 48.4473 31.2598 48.3536 31.3536C48.2598 31.4473 48.1326 31.5 48 31.5C47.8674 31.5 47.7402 31.4473 47.6464 31.3536C47.5527 31.2598 47.5 31.1326 47.5 31V26.5
408H43C42.8674 26.5 42.7402 26.4473 42.6464 26.3536C42.5527 26.2598 42.5 26.1326 42.5 26C42.5 25.8674 42.5527 25.7402 42.6464 25.6464C42.7402 25.5527 42.8674 25.5 43 25.5H48C48.1326 25.5 48.2598 25.5527 48.3536 25.6464C48.4473 25.7402 48.5 25.8674 48.5 26ZM29 45.5H24.5V41C24.5 40.8674 24.4473 40.7402 24.3536 40.6464C24.2598 40.5527 24.1326 40.5 24 40.5C23.8674 40.5 23.7402 40.5527 23.6464 40.6464C23.5527 40.7402 23.5 40.8674 23.5 41V46C23.5 46.1326 23.5527 46.2598 23.6464 46.3536C23.7402 46.4473 23.8674 46.5 24 46.5H29C29.1326 46.5 29.2598 46.4473 29.3536 46.3536C29.4473 46.2598 29.5 46.1326 29.5 46C29.5 45.8674 29.4473 45.7402 29.3536 45.6464C29.2598 45.5527 29.1326 45.5 29 45.5ZM48 40.5C47.8674 40.5 47.7402 40.5527 47.6464 40.6464C47.5527 40.7402 47.5 40.8674 47.5 41V45.5H43C42.8674 45.5 42.7402 45.5527 42.6464 45.6464C42.5527 45.7402 42.5 45.8674 42.5 46C42.5 46.1326 42.5527 46.2598 42.6464 46.3536C42.7402 46.4473 42.8674 46.5 43 46.5H48C48.1326 46.5 48.2598 46.4473 48.3536 46.3536C48.4473 46.2598 48.5 46.1326 48.5 46V41C48.5 40.8674 48.4473 40.7402 48.3536 40.6464C48.2598 40.5527 48.1326 40.5 48 40.5ZM24 31.5C24.1326 31.5 24.2598 31.4473 24.3536 31.3536C24.4473 31.2598 24.5 31.1326 24.5 31V26.5H29C29.1326 26.5 29.2598 26.4473 29.3536 26.3536C29.4473 26.2598 29.5 26.1326 29.5 26C29.5 25.8674 29.4473 25.7402 29.3536 25.6464C29.2598 25.5527 29.1326 25.5 29 25.5H24C23.8674 25.5 23.7402 25.5527 23.6464 25.6464C23.5527 25.7402 23.5 25.8674 23.5 26V31C23.5 31.1326 23.5527 31.2598 23.6464 31.3536C23.7402 31.4473 23.8674 31.5 24 31.5ZM43.25 40.4338L36.25 44.4338C36.174 44.4776 36.0878 44.5007 36 44.5007C35.9122 44.5007 35.826 44.4776 35.75 44.4338L28.75 40.4338C28.6739 40.3898 28.6107 40.3266 28.5668 40.2504C28.5229 40.1743 28.4999 40.0879 28.5 40V32C28.4999 31.9121 28.5229 31.8257 28.5668 31.7496C28.6107 31.6734 28.6739 31.6102 28.75 31.5662L35.75 27.5662C35.826 27.5224 35.9122 27.4993 36 27.4993C36.0878 27.4993 36.174 27.5224 36.25 27.5662L43.25 31.5662C43.3261 31.6102 43.3893 31.6734 43.4332 31.7496C43.4771 31.8257 43.5001 31.9121 43.5 32V40C43.5001 40.0879 43.4771 40.1743 43.4332 40.2504C43.3893 40.3266 43.3261 40.3898 43.25 40.4338ZM30.0075 32L36 35.4237L41.9925 32L36 28.5763L30.0075 32ZM29.5 39.71L35.5 43.1388V36.29L29.5 32.8612V39.71ZM42.5 39.71V32.8612L36.5 36.29V43.1388L42.5 39.71Z" fill="currentColor"/> 409</svg></div></div></div><p class="text-color-grey-300">Investment discovery, analysis, and getting privileged access is time-consuming and expensive.</p></div></div></div><div class="layout364_card"><div class="layout364_card-content small"><div class="layout364_card-content-top"><div class="margin-bottom margin-large"><div class="layout364_item-icon-wrapper"><div class="w-embed"><svg width="72" height="72" viewBox="0 0 72 72" fill="none" xmlns="http://www.w3.org/2000/svg"> 410<path d="M0 8C0 3.58172 3.58172 0 8 0H64C68.4183 0 72 3.58172 72 8V64C72 68.4183 68.4183 72 64 72H8C3.58172 72 0 68.4183 0 64V8Z" fill="#383838"/> 411<path d="M44.0175 25.3187C41.8675 24.1462 39.02 23.5 36 23.5C32.98 23.5 30.1325 24.1462 27.9825 25.3187C25.7363 26.5437 24.5 28.2063 24.5 30V42C24.5 43.7938 25.7363 45.4562 27.9825 46.6812C30.1325 47.8538 32.9825 48.5 36 48.5C39.0175 48.5 41.8675 47.8538 44.0175 46.6812C46.2675 45.4562 47.5 43.7938 47.5 42V30C47.5 28.2063 46.2638 26.5437 44.0175 25.3187ZM46.5 42C46.5 43.4112 45.4487 44.7625 43.5387 45.8037C41.5337 46.8975 38.8562 47.5 36 47.5C33.1438 47.5 30.4663 46.8975 28.4613 45.8037C26.5513 44.7625 25.5 43.4112 25.5 42V38.685C26.0863 39.4262 26.9213 40.1025 27.9825 40.685C30.1325 41.8575 32.9825 42.5037 36 42.5037C39.0175 42.5037 41.8675 41.8575 44.0175 40.685C45.0788 40.1062 45.9137 39.435 46.5 38.685V42ZM46.5 36C46.5 37.4113 45.4487 38.7625 43.5387 39.8037C41.5337 40.8975 38.8562 41.5 36 41.5C33.1438 41.5 30.4663 40.8975 28.4613 39.8037C26.5513 38.7625 25.5 37.4113 25.5 36V32.685C26.0863 33.4263 26.9213 34.1025 27.9825 34.685C30.1325 35.8575 32.9825 36.5037 36 36.5037C39.0175 36.5037 41.8675 35.8575 44.0175 34.685C45.0788 34.1063 45.9137 33.435 46.5 32.685V36ZM43.5387 33.8038C41.5337 34.8975 38.8562 35.5 36 35.5C33.1438 35.5 30.4663 34.8975 28.4613 33.8038C26.5513 32.7625 25.5 31.4113 25.5 30C25.5 28.5887 26.5513 27.2375 28.4613 26.1962C30.4663 25.1025 33.1438 24.5 36 24.5C38.8562 24.5 41.5337 25.1025 43.5387 26.1962C45.4487 27.2375 46.5 28.5887 46.5 30C46.5 31.4113 45.4487 32.7625 43.5387 33.8038Z" fill="currentColor"/> 412</svg></div></div></div><p class="text-color-grey-300">Setting up feeder funds, managing subscriptions, and coordinating capital calls, tax reporting, and financials requires significant resources.</p></div></div></div><div class="layout364_card"><div class="layout364_card-content small"><div class="layout364_card-content-top"><div class="margin-bottom margin-large"><div class="layout364_item-icon-wrapper"><div class="w-embed"><svg width="72" height="72" viewBox="0 0 72 72" fill="none" xmlns="http://www.w3.org/2000/svg"> 413<path d="M0 8C0 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47.5Z" fill="currentColor"/> 415</svg></div></div></div><p class="text-color-grey-300">Portfolio tracking is fragmented â dispersed data across fund portals prevents real-time visibility of a clientâs entire portfolio.</p></div></div></div><div class="layout364_card"><div class="layout364_card-content small"><div class="layout364_card-content-top"><div class="margin-bottom margin-large"><div class="layout364_item-icon-wrapper"><div class="w-embed"><svg width="72" height="72" viewBox="0 0 72 72" fill="none" xmlns="http://www.w3.org/2000/svg"> 416<path d="M0 8C0 3.58172 3.58172 0 8 0H64C68.4183 0 72 3.58172 72 8V64C72 68.4183 68.4183 72 64 72H8C3.58172 72 0 68.4183 0 64V8Z" fill="#383838"/> 417<path d="M45.0001 39.5C44.0951 39.4993 43.2254 39.8508 42.5751 40.48L39.0401 37.73C39.3419 37.2034 39.5006 3
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417098 27.9567C34.1205 28.4135 33.8001 28.804 33.389 29.0787C32.9779 29.3534 32.4945 29.5 32.0001 29.5C31.337 29.5 30.7011 29.2366 30.2323 28.7678C29.7634 28.2989 29.5001 27.663 29.5001 27ZM27.0001 46.5C26.5056 46.5 26.0223 46.3534 25.6111 46.0787C25.2 45.804 24.8796 45.4135 24.6904 44.9567C24.5011 44.4999 24.4516 43.9972 24.5481 43.5123C24.6446 43.0273 24.8827 42.5819 25.2323 42.2322C25.5819 41.8826 26.0274 41.6445 26.5123 41.548C26.9973 41.4516 27.4999 41.5011 27.9568 41.6903C28.4136 41.8795 28.804 42.2 29.0787 42.6111C29.3534 43.0222 29.5001 43.5055 29.5001 44C29.5001 44.663 29.2367 45.2989 28.7678 45.7678C28.299 46.2366 27.6631 46.5 27.0001 46.5ZM36.0001 38.5C35.5056 38.5 35.0223 38.3534 34.6111 38.0787C34.2 37.804 33.8796 37.4135 33.6904 36.9567C33.5011 36.4999 33.4516 35.9972 33.5481 35.5123C33.6446 35.0273 33.8827 34.5819 34.2323 34.2322C34.5819 33.8826 35.0274 33.6445 35.5123 33.548C35.9973 33.4516 36.4999 33.5011 36.9568 33.6903C37.4136 33.8795 37.804 34.2 38.0787 34.6111C38.3534 35.0222 38.5001 35.5055 38.5001 36C38.5001 36.663 38.2367 37.2989 37.7678 37.7678C37.299 38.2366 36.6631 38.5 36.0001 38.5ZM45.0001 45.5C44.5056 45.5 44.0223 45.3534 43.6111 45.0787C43.2 44.804 42.8796 44.4135 42.6904 43.9567C42.5011 43.4999 42.4516 42.9972 42.5481 42.5123C42.6446 42.0273 42.8827 41.5819 43.2323 41.2322C43.5819 40.8826 44.0274 40.6445 44.5123 40.548C44.9973 40.4516 45.4999 40.5011 45.9568 40.6903C46.4136 40.8795 46.804 41.2 47.0787 41.6111C47.3534 42.0222 47.5001 42.5055 47.5001 43C47.5001 43.663 47.2367 44.2989 46.7678 44.7678C46.299 45.2366 45.6631 45.5 45.0001 45.5Z" fill="currentColor"/> 418</svg></div></div></div><p class="text-color-grey-300">Managing client subscriptions and compliance docs across multiple systems creates inefficiency, and results in less time with clients.</p></div></div></div></div></div></div></div></div></div></div><div class="section-wa-light"><section class="section_layout364 light"><div class="padding-global"><div class="container-large"><div class="padding-section-medium"><div class="layout364_component"><div class="margin-bottom margin-xxlarge"><div class="text-align-center"><div class="max-width-full"><div class="margin-bottom margin-small"><h2 class="text-color-green-600 text-weight-normal">Allocate is your private markets infrastructure</h2></div></div><div class="max-width-large align-center"><div class="margin-bottom margin-small"><p class="text-size-xlarge text-color-grey-800">Spend more time with clients. Provide high-quality private markets exposure for clients while keeping your back office lean.</p></div></div></div></div><div class="w-layout-grid layout364_grid-list"><div class="w-layout-grid layout364_row _4-col"><div class="layout364_card"><div class="layout364_card-content light small"><div class="layout364_card-content-top"><div class="margin-bottom margin-large"><div class="layout364_item-icon-wrapper"><div class="w-embed"><svg width="72" height="72" viewBox="0 0 72 72" fill="none" xmlns="http://www.w3.org/2000/svg"> 419<path d="M0 8C0 3.58172 3.58172 0 8 0H64C68.4183 0 72 3.58172 72 8V64C72 68.4183 68.4183 72 64 72H8C3.58172 72 0 68.4183 0 64V8Z" fill="#D8F8F3"/> 420<path d="M48.5 26V31C48.5 31.1326 48.4473 31.2598 48.3536 31.3536C48.2598 31.4473 48.1326 31.5 48 31.5C47.8674 31.5 47.7402 31.4473 47.6464 31.3536C47.5527 31.2598 47.5 31.1326 47.5 31V26.5H43C42.8674 26.5 42.7402 26.4473 42.6464 26.3536C42.5527 26.2598 42.5 26.1326 42.5 26C42.5 25.8674 42.5527 25.7402 42.6464 25.6464C42.7402 25.5527 42.8674 25.5 43 25.5H48C48.1326 25.5 48.2598 25.5527 48.3536 25.6464C48.4473 25.7402 48.5 25.8674 48.5 26ZM29 45.5H24.5V41C24.5 40.8674 24.4473 40.7402 24.3536 40.6464C24.2598 40.5527 24.1326 40.5 24 40.5C23.8674 40.5 23.7402 40.5527 23.6464 40.6464C23.5527 40.7402 23.5 40.8674 23.5 41V46C23.5 46.1326 23.5527 46.2598 23.6464 46.3536C23.7402 46.4473 23.8674 46.5 24 46.5H29C29.1326 46.5 29.2598 46.4473 29.3536 46.3536C29.4473 46.2598 29.5 46.1326 29.5 46C29.5 45.8674 29.4473 45.7402 29.3536 45.6464C29.2598 45.5527 29.1326 45.5 29 45.5ZM48 40.5C47.8674 40.5 47.7402 40.5527 47.6464 40.6464C47.5527 40.7402 47.5 40.8674 47.5 41V45.5H43C42.8674 45.5 42.7402 45.5527 42.6464 45.6464C42.5527 45.7402 42.5 45.8674 42.5 46C42.5 46.1326 42.5527 46.2598 42.6464 46.3536C42.7402 46.4473 42.8674 46.5 43 46.5H48C48.1326 46.5 48.2598 46.4473 48.3536 46.3536C48.4473 46.2598 48.5 46.1326 48.5 46V41C48.5 40.8674 48.4473 40.7402 48.3536 40.6464C48.2598 40.5527 48.1326 40.5 48 40.5ZM24 31.5C24.1326 31.5 24.2598 31.4473 24.3536 31.3536C24.4473 31.2598 24.5 31.1326 24.5 31V26.5
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Leave formation, admin, and LP reporting to us.<br/></p></div></div></div><div class="layout364_card"><div class="layout364_card-content light small"><div class="layout364_card-content-top"><div class="margin-bottom margin-large"><div class="layout364_item-icon-wrapper"><div class="w-embed"><svg width="72" height="72" viewBox="0 0 72 72" fill="none" xmlns="http://www.w3.org/2000/svg"> 425<path d="M0 8C0 3.58172 3.58172 0 8 0H64C68.4183 0 72 3.58172 72 8V64C72 68.4183 68.4183 72 64 72H8C3.58172 72 0 68.4183 0 64V8Z" fill="#D8F8F3"/> 426<path d="M32.4999 33.6875V24.6875C32.4999 24.6076 32.4807 24.5288 32.4439 24.4578C32.4072 24.3869 32.3539 24.3257 32.2887 24.2796C32.2234 24.2334 32.1481 24.2036 32.0689 24.1926C31.9897 24.1816 31.9091 24.1897 31.8337 24.2162C29.0265 25.2085 26.6657 27.1702 25.1762 29.7482C23.6867 32.3262 23.1663 35.3512 23.7087 38.2787C23.7227 38.3577 23.7555 38.4322 23.8044 38.4958C23.8532 38.5595 23.9167 38.6104 23.9894 38.6444C24.0621 38.6783 24.1419 38.6943 24.222 38.6909C24.3022 38.6876 24.3804 38.6649 24.4499 38.625L32.2499 34.125C32.3266 34.0807 32.3902 34.0169 32.4341 33.94C32.478 33.8632 32.5007 33.776 32.4999 33.6875ZM31.4999 33.3988L24.5837 37.3888C24.2827 34.9133 24.7945 32.407 26.042 30.2477C27.2895 28.0885 29.205 26.3932 31.4999 25.4175V33.3988ZM35.9999 23.5C35.8673 23.5 35.7402 23.5527 35.6464 23.6464C35.5526 23.7402 35.4999 23.8674 35.4999 24V35.765L25.3999 41.6475C25.343 41.6807 25.2932 41.7248 25.2534 41.7773C25.2135 41.8298 25.1845 41.8897 25.1679 41.9535C25.1512 42.0172 25.1474 42.0837 25.1566 42.1489C25.1657 42.2142 25.1877 42.277 25.2212 42.3337C26.3309 44.2218 27.9171 45.7852 29.8211 46.8673C31.725 47.9495 33.8799 48.5124 36.0699 48.4998C38.2598 48.4872 40.408 47.8994 42.2994 46.7953C44.1907 45.6913 45.7588 44.1097 46.8466 42.2089C47.9345 40.3082 48.5038 38.155 48.4977 35.965C48.4916 33.775 47.9102 31.6251 46.8117 29.7305C45.7133 27.8358 44.1364 26.2631 42.2389 25.1696C40.3414 24.0761 38.19 23.5004 35.9999 23.5ZM35.9999 47.5C34.0817 47.4946 32.1951 47.0118 30.51 46.0953C28.8249 45.1788 27.3944 43.8573 26.3474 42.25L36.2499 36.485C36.3259 36.4412 36.3889 36.3781 36.4328 36.3022C36.4767 36.2263 36.4999 36.1402 36.4999 36.0525V24.5113C39.5022 24.6441 42.3332 25.947 44.387 28.1409C46.4407 30.3348 47.5541 33.2456 47.4887 36.2501C47.4234 39.2546 46.1845 42.1141 44.0373 44.2167C41.8901 46.3193 39.0052 47.4978 35.9999 47.5Z" fill="#258476"/> 427</svg></div></div></div><p>Unified, holistic reporting for clients. Our technology integrates with major third-party reporting systems.</p></div></div></div><div class="layout364_card"><div class="layout364_card-content light small"><div class="layout364_card-content-top"><div class="margin-bottom margin-large"><div class="layout364_item-icon-wrapper"><div class="w-embed"><svg width="72" height="72" viewBox="0 0 72 72" fill="none" xmlns="http://www.w3.org/2000/svg"> 428<path d="M0 8C0 3.58172 3.58172 0 8 0H64C68.4183 0 72 3.58172 72 8V64C72 68.4183 68.4183 72 64 72H8C3.58172 72 0 68.4183 0 64V8Z" fill="#D8F8F3"/> 429<path d="M45.0001 39.5C44.0951 39.4993 43.2254 39.8508 42.5751 40.48L39.0401 37.73C39.3419 37.2034 39.5006 3
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The challenge was building that capability without recreating an entire operational infrastru
430cture. Allocate provided a truly full-stack solution â from deal discovery and white-label fund structures to integrated private reporting and seamless administration. Theyâve been instrumental in helping Verita deliver on its promise: sophisticated, client-first wealth management for the modern era.</div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name spacing-150"><span class="text-style-circularxx-book">Christine Leong Connors</span> | Co-Founder & CEO, Verita Strategic Wealth Partners<br/><span class="text-style-circularxx-book">Kelly Coffey</span> | Co-Founder & Executive Chair, Verita Strategic Wealth Partners</div></div></div></div></div><div class="testimonial48_client-image-wrapper hide-tablet"><div fs-sliderdots-element="content" class="fs-sliderdots_content helper">Verita</div><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69863a2388f1992532216f8d_verita-headshot.avif" alt="Portrait of Verita Wealth co-founders, Kelly Coffey and Christine Leong Connors" sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69863a2388f1992532216f8d_verita-headshot-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69863a2388f1992532216f8d_verita-headshot-p-800.avif 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69863a2388f1992532216f8d_verita-headshot-p-1080.avif 1080w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69863a2388f1992532216f8d_verita-headshot.avif 1093w" class="testimonial48_client-image"/></div></div></div><div class="testimonial_slide w-slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-green-100"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698649e536fb9e5497ae9dd5_rose%20capital%20advisors.avif" alt="Rose Capital Advisors company logo in black with a stylized rose graphic." class="testimonial_card-logo height-36"/><div class="margin-top margin-small"><div class="testimonial-text">Since launching the first PE Fund in our Vintage Series two years ago, our partnership with Allocate has been instrumental. From guiding us through the complex legal setup process to running point on LP transactions and communications, Allocate enables our investment leadership to focus on delivering a differentiated exposure to the private equity markets that few Advisors have access to. We canât wait to launch Fund II.<br/></div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name"><span class="text-style-circularxx-book">Mike Reardon</span> | Director of Client Solutions, Rose Capital Advisors</div></div></div></div></div><div class="testimonial48_client-image-wrapper hide-tablet"><div fs-sliderdots-element="content" class="fs-sliderdots_content helper">Rose Capital</div><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a9f43f6dc6b90304bf037_rose-mike-reardon.avif" alt="Portrait of Mike Reardon" sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a9f43f6dc6b90304bf037_rose-mike-reardon-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a9f43f6dc6b90304bf037_rose-mike-reardon-p-800.avif 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a9f43f6dc6b90304bf037_rose-mike-reardon.avif 910w" class="testimonial48_client-image"/></div></div></div><div class="testimonial_slide w-slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-blue-25"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698649e5da5c84baa2f414be_dynasty%20logo.avif" alt="Dynasty logo with stylized letter P in green and black colors." class="testimonial_card-logo height-25"/><div class="margin-top margin-small"><div class="testimonial-text">Dynasty and Allocate partnered in 2022 to deliver unique private markets opportunities to Dynastyâs network of independent advisors. Since then, the Allocate platform has continued to evolve and deliver on their vision of enhancing the advisor and client experience around investing in high-quality private markets programs.</
430div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name"><span class="text-style-circularxx-book">Bob Shea</span> | Chief Investment Officer, Dynasty Financial Partners</div></div></div></div></div><div class="testimonial48_client-image-wrapper hide-tablet"><div fs-sliderdots-element="content" class="fs-sliderdots_content helper">Dynasty</div><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698f91d33a2a250893d93fc6_Dynasty%20-%20Bob%20Shea%202026.avif" alt="Portrait of Bob Shea from Dynasty" sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698f91d33a2a250893d93fc6_Dynasty%20-%20Bob%20Shea%202026-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698f91d33a2a250893d93fc6_Dynasty%20-%20Bob%20Shea%202026-p-800.avif 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698f91d33a2a250893d93fc6_Dynasty%20-%20Bob%20Shea%202026-p-1080.avif 1080w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698f91d33a2a250893d93fc6_Dynasty%20-%20Bob%20Shea%202026-p-1600.avif 1600w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698f91d33a2a250893d93fc6_Dynasty%20-%20Bob%20Shea%202026.avif 1800w" class="testimonial48_client-image"/></div></div></div><div class="testimonial_slide w-slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-yellow-50"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698649e5072334e37386e4c5_gc%20wealth%20logo.avif" alt="GC Wealth logo in black text with a stylized 'G' and 'C' forming a circular design." class="testimonial_card-logo height-34"/><div class="margin-top margin-small"><div class="testimonial-text">Private investments are critical to our clients' portfolios, but operational complexity creates substantial inefficiency. Allocate's holistic solution gives us the reporting, administration, and operational tools to manage private markets efficiently so we can spend more time with clients instead of PDFs and spreadsheets.</div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name"><span class="text-style-circularxx-book">Dave Breslin</span> | Executive Vice President, GC Wealth</div></div></div></div></div><div class="testimonial48_client-image-wrapper hide-tablet"><div fs-sliderdots-element="content" class="fs-sliderdots_content helper">GC Wealth</div><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69864d33e028014d872a51e5_dave%20breslin.avif" alt="Portrait of Dave Breslin" sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69864d33e028014d872a51e5_dave%20breslin-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69864d33e028014d872a51e5_dave%20breslin.avif 636w" class="testimonial48_client-image"/></div></div></div><div class="testimonial_slide w-slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-green-100"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69bca68b54fe458d4ca425e1_americana%20partners%20logo.avif" alt="" class="testimonial_card-logo height-36"/><div class="margin-top margin-small"><div class="testimonial-text">In our experience, Allocate offers strong industry connectivity, a comprehensive approach, and an integrated platform experience. We benefit from the technology supporting reporting and operations, and we value the community Allocate has built. The connections weâve made with fund managers and other RIAs through Allocate have informed how we think about private markets and expanded our professional network.</div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name"><span class="text-style-circularxx-book">Michael Mithoff</span> | Managing Director, Americana Partners</div></div></div></div></div><div class="testimonial48_client-image-wrapper hide-tablet">
430<div fs-sliderdots-element="content" class="fs-sliderdots_content helper">Americana Partners</div><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69bca68b2991a03062f7bb75_Americana%20-%20Michael%20M-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69bca68b2991a03062f7bb75_Americana%20-%20Michael%20M-p-800.avif 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69bca68b2991a03062f7bb75_Americana%20-%20Michael%20M-p-1080.avif 1080w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69bca68b2991a03062f7bb75_Americana%20-%20Michael%20M.avif 2292w" alt="Portrait of Michael M from Americana Partners" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69bca68b2991a03062f7bb75_Americana%20-%20Michael%20M.avif" loading="lazy" class="testimonial48_client-image"/></div></div></div></div><div class="slider-arrow is-bottom-previous w-slider-arrow-left"><div class="slider-arrow-icon_default w-embed"><svg width="21" height="21" viewBox="0 0 21 21" fill="none" xmlns="http://www.w3.org/2000/svg"> 431<path d="M13.3572 16.8305C13.4187 16.8921 13.4533 16.9756 13.4533 17.0627C13.4533 17.1498 13.4187 17.2333 13.3572 17.2948C13.2956 17.3564 13.2121 17.391 13.125 17.391C13.0379 17.391 12.9544 17.3564 12.8929 17.2948L6.33037 10.7323C6.29986 10.7019 6.27565 10.6657 6.25914 10.6258C6.24263 10.586 6.23413 10.5433 6.23413 10.5002C6.23413 10.4571 6.24263 10.4144 6.25914 10.3745C6.27565 10.3347 6.29986 10.2985 6.33037 10.268L12.8929 3.70553C12.9234 3.67505 12.9595 3.65086 12.9994 3.63437C13.0392 3.61787 13.0819 3.60938 13.125 3.60938C13.1681 3.60937 13.2108 3.61787 13.2507 3.63437C13.2905 3.65086 13.3267 3.67505 13.3572 3.70553C13.3876 3.73602 13.4118 3.77221 13.4283 3.81204C13.4448 3.85188 13.4533 3.89457 13.4533 3.93768C13.4533 3.9808 13.4448 4.02349 13.4283 4.06332C13.4118 4.10315 13.3876 4.13934 13.3572 4.16983L7.02681 10.5002L13.3572 16.8305Z" fill="currentColor"/> 432</svg></div></div><div class="slider-arrow is-bottom-next w-slider-arrow-right"><div class="slider-arrow-icon_default w-embed"><svg width="21" height="21" viewBox="0 0 21 21" fill="none" xmlns="http://www.w3.org/2000/svg"> 433<path d="M7.64284 16.8305C7.58127 16.8921 7.54668 16.9756 7.54668 17.0627C7.54668 17.1498 7.58127 17.2333 7.64284 17.2948C7.70441 17.3564 7.78791 17.391 7.87499 17.391C7.96206 17.391 8.04557 17.3564 8.10713 17.2948L14.6696 10.7323C14.7001 10.7019 14.7243 10.6657 14.7409 10.6258C14.7574 10.586 14.7659 10.5433 14.7659 10.5002C14.7659 10.4571 14.7574 10.4144 14.7409 10.3745C14.7243 10.3347 14.7001 10.2985 14.6696 10.268L8.10713 3.70553C8.07665 3.67505 8.04046 3.65086 8.00062 3.63437C7.96079 3.61787 7.9181 3.60938 7.87499 3.60938C7.83187 3.60937 7.78918 3.61787 7.74935 3.63437C7.70952 3.65086 7.67332 3.67505 7.64284 3.70553C7.61235 3.73602 7.58817 3.77221 7.57167 3.81204C7.55517 3.85188 7.54668 3.89457 7.54668 3.93768C7.54668 3.9808 7.55517 4.02349 7.57167 4.06332C7.58817 4.10315 7.61235 4.13934 7.64284 4.16983L13.9732 10.5002L7.64284 16.8305Z" fill="currentColor"/> 434</svg></div></div><div fs-sliderdots-element="slider-nav" class="fs-sliderdots-nav helper hide-mobile-landscape"></div><div class="hide w-slider-nav w-slider-nav-invert w-round"></div></div><div class="mobile-swiper-wrapper show-tablet"><div class="swiper testimonial_slider show-tablet"><div class="swiper-wrapper testimonial-mask"><div class="swiper-slide testimonial_slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-blue-25"><img src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69c1cbd4d11f88908054b860_krilogy%20logo.svg" loading="lazy" alt="" class="testimonial_card-logo"/><div class="margin-top margin-small"><div class="testimonial-text">By leveraging Allocateâs platform and team, they add additional depth and support to our decade-long effort to provide institutional quality access to a wide array of private markets opportunities, while strengthening the due diligence, sourcing, transparency, and execution processes for our clients. This represents an exciting evolution in how we operate & offer private markets opportunities.</div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name"><span class="text-style-circularxx-book">John McArthur</span> | Chief Investment Officer, Krilogy Advisors</div></div></div></div></div></div></div><div class="swiper-slide testimonial_slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-yellow-50"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698649e5dca508a2a7836786_verita%20logo%201.avif" alt="Verita logo in black text with tagline Strategic Wealth Advisors underneath." class="testimonial_card-logo height-30"/><div class="margin-top margin-medium"><div class="testimonial-text mobile-small-text">From day one at Verita, our goal was to offer clients best-in-class access to private investments â without compromising on transparency, rigor, or experience. The challenge was building that capability without recreating an entire operational infrastru
434cture. Allocate provided a truly full-stack solution â from deal discovery and white-label fund structures to integrated private reporting and seamless administration. Theyâve been instrumental in helping Verita deliver on its promise: sophisticated, client-first wealth management for the modern era.</div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name spacing-150"><span class="text-style-circularxx-book">Christine Leong Connors</span> | Co-Founder & CEO, Verita Strategic Wealth Partners<br/><span class="text-style-circularxx-book">Kelly Coffey</span> | Co-Founder & Executive Chair, Verita Strategic Wealth Partners</div></div></div></div></div></div></div><div class="swiper-slide testimonial_slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-green-100"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698649e536fb9e5497ae9dd5_rose%20capital%20advisors.avif" alt="Rose Capital Advisors company logo in black with a stylized rose graphic." class="testimonial_card-logo height-36"/><div class="margin-top margin-small"><div class="testimonial-text">Since launching the first PE Fund in our Vintage Series two years ago, our partnership with Allocate has been instrumental. From guiding us through the complex legal setup process to running point on LP transactions and communications, Allocate enables our investment leadership to focus on delivering a differentiated exposure to the private equity markets that few Advisors have access to. We canât wait to launch Fund II.<br/></div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name"><span class="text-style-circularxx-book">Mike Reardon</span> | Director of Client Solutions, Rose Capital Advisors</div></div></div></div></div></div></div><div class="swiper-slide testimonial_slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-blue-25"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698649e5da5c84baa2f414be_dynasty%20logo.avif" alt="Dynasty logo with stylized letter P in green and black colors." class="testimonial_card-logo height-25"/><div class="margin-top margin-small"><div class="testimonial-text">Dynasty and Allocate partnered in 2022 to deliver unique private markets opportunities to Dynastyâs network of independent advisors. Since then, the Allocate platform has continued to evolve and deliver on their vision of enhancing the advisor and client experience around investing in high-quality private markets programs.</div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name"><span class="text-style-circularxx-book">Bob Shea</span> | Chief Investment Officer, Dynasty Financial Partners</div></div></div></div></div></div></div><div class="swiper-slide testimonial_slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-yellow-50"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698649e5072334e37386e4c5_gc%20wealth%20logo.avif" alt="GC Wealth logo in black text with a stylized 'G' and 'C' forming a circular design." class="testimonial_card-logo height-34"/><div class="margin-top margin-small"><div class="testimonial-text">Private investments are critical to our clients' portfolios, but operational complexity creates substantial inefficiency. Allocate's holistic solution gives us the reporting, administration, and operational tools to manage private markets efficiently so we can spend more time with clients instead of PDFs and spreadsheets.</div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name"><span class="text-style-circularxx-book">Dave Breslin</span> | Executive Vice President, GC Wealth</div></div></div></div></div></div></div><div class="swiper-slide testimonial_slide"><div class="testimonial_card"><div class="testimonial_card-content background-color-green-100"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69bca68b54fe458d4ca425e1_americana%20partners%20logo.avif" alt="" class="testimonial_card-logo height-36"/><div class="margin-top margin-small"><div class="testimonial-text">In our experience, Allocate offers strong industry connectivity, a comprehensive approach, and an integrated platform experience. We benef
434it from the technology supporting reporting and operations, and we value the community Allocate has built. The connections weâve made with fund managers and other RIAs through Allocate have informed how we think about private markets and expanded our professional network.</div><div class="testimonial48_client"><div class="testimonial_client-info"><div class="testimonial-client-name"><span class="text-style-circularxx-book">Michael Mithoff</span> | Managing Director, Americana Partners</div></div></div></div></div></div></div></div></div><div class="swiper-controls"><div class="pagination-button is-prev"><div class="icon-embed-small w-embed"><svg width="8" height="14" viewBox="0 0 8 14" fill="none" xmlns="http://www.w3.org/2000/svg"> 435<path d="M7.12303 13.2212C7.1846 13.2827 7.21919 13.3662 7.21919 13.4533C7.21919 13.5404 7.1846 13.6239 7.12303 13.6855C7.06146 13.747 6.97796 13.7816 6.89088 13.7816C6.80381 13.7816 6.7203 13.747 6.65873 13.6855L0.0962343 7.12296C0.0657264 7.09248 0.0415241 7.0563 0.0250114 7.01646C0.00849876 6.97663 0 6.93393 0 6.89081C0 6.84769 0.00849876 6.80499 0.0250114 6.76516C0.0415241 6.72532 0.0657264 6.68913 0.0962343 6.65866L6.65873 0.0961589C6.68922 0.0656727 6.72541 0.0414898 6.76525 0.0249908C6.80508 0.00849177 6.84777 8.49879e-10 6.89088 0C6.934 -8.49878e-10 6.97669 0.00849177 7.01652 0.0249908C7.05635 0.0414898 7.09255 0.0656727 7.12303 0.0961589C7.15352 0.126645 7.1777 0.162837 7.1942 0.20267C7.2107 0.242502 7.21919 0.285194 7.21919 0.328307C7.21919 0.371421 7.2107 0.414113 7.1942 0.453945C7.1777 0.493777 7.15352 0.52997 7.12303 0.560456L0.79268 6.89081L7.12303 13.2212Z" fill="#383838"/> 436</svg></div></div><div class="swiper-pagination"></div><div class="pagination-button is-next"><div class="icon-embed-small w-embed"><svg width="8" height="14" viewBox="0 0 8 14" fill="none" xmlns="http://www.w3.org/2000/svg"> 437<path d="M0.0962062 13.2212C0.0346366 13.2827 4.7028e-05 13.3662 4.7028e-05 13.4533C4.7028e-05 13.5404 0.0346366 13.6239 0.0962062 13.6855C0.157776 13.747 0.241282 13.7816 0.328355 13.7816C0.415427 13.7816 0.498934 13.747 0.560503 13.6855L7.123 7.12296C7.15351 7.09248 7.17771 7.0563 7.19423 7.01646C7.21074 6.97663 7.21924 6.93393 7.21924 6.89081C7.21924 6.84769 7.21074 6.80499 7.19423 6.76516C7.17771 6.72532 7.15351 6.68913 7.123 6.65866L0.560503 0.0961589C0.530017 0.0656727 0.493825 0.0414898 0.453993 0.0249908C0.414161 0.00849177 0.371469 8.49879e-10 0.328355 0C0.285241 -8.49878e-10 0.242549 0.00849177 0.202717 0.0249908C0.162885 0.0414898 0.126692 0.0656727 0.0962062 0.0961589C0.06572 0.126645 0.0415374 0.162837 0.0250384 0.20267C0.00853943 0.242502 4.70272e-05 0.285194 4.7028e-05 0.328307C4.70289e-05 0.371421 0.00853943 0.414113 0.0250384 0.453945C0.0415374 0.493777 0.06572 0.52997 0.0962062 0.560456L6.42656 6.89081L0.0962062 13.2212Z" fill="#383838"/> 438</svg></div></div></div></div><div class="w-embed"><style> 439.fs-sliderdots_content.is-sliderdots-active { 440 441background-color: #282828 !important; 442 443} 444</style></div><div class="margin-top margin-large"><p class="text-size-tiny">These statements are testimonials provided by current clients of Allocate. The clients were not compensated for these testimonials. The clientsâ experience may not be representative of the experience of other clients and is not a guarantee of future performance or success.</p></div></div></div></div></div></section></section><section class="section_layout36"><div class="padding-global padding-section-large"><div class="container-large"><div class="layout36_component"><div class="max-width-large"><div class="margin-bottom margin-small"><h2 class="text-weight-normal"><span class="text-color-grey-600">Built for real operating models</span> â Allocate supports roles across your firm</h2></div></div></div><div class="spacer-xlarge"></div><section class="section_layout34"><div class="layout34_component"><div class="w-layout-grid layout34_content image-right"><div id="w-node-d7f4cd2a-cfab-d926-ee19-653f91658a4d-8f46796e" class="layout34_content-left"><div class="w-layout-grid layout34_item-list"><div id="w-node-d7f4cd2a-cfab-d926-ee19-653f91658a4f-8f46796e" class="layout34_item"><div class="layout34_item-icon-wrapper"><div class="icon-embed-medium w-embed"><svg width="36" height="36" viewBox="0 0 36 36" fill="none" xmlns="http://www.w3.org/2000/svg"> 445<path d="M32.0625 6.75V12.375C32.0625 12.5242 32.0032 12.6673 31.8977 12.7727C31.7923 12.8782 31.6492 12.9375 31.5 12.9375C31.3508 12.9375 31.2077 12.8782 31.1023 12.7727C30.9968 12.6673 30.9375 12.5242 30.9375 12.375V7.3125H25.875C25.7258 7.3125 25.5827 7.25324 25.4773 7.14775C25.3718 7.04226 25.3125 6.89918 25.3125 6.75C25.3125 6.60082 25.3718 6.45774 25.4773 6.35225C25.5827 6.24676 25.7258 6.1875 25.875 6.1875H31.5C31.6492 6.1875 31.7923 6.24676 31.8977 6.35225C32.0032 6.45774 32.0625 6.60082 32.0625 6.75ZM10.125 28.6875H5.0625V23.625C5.0625 23.4758 5.00324 23.3327 4.89775 23.2273C4.79226 23.1218 4.64918 23.0625 4.5 23.0625C4.35082 23.0625 4.20774 23.1218 4.10225 23.2273C3.99676 23.3327 3.9375 23.4758 3.9375 23.625V29.25C3.9375 29.3992 3.99676 29.5423 4.10225 29.6477C4.20774 29.7532 4.35082 29.8125 4.5 29.8125H10.125C10.2742 29.8125 10.4173 29.7532 10.5227 29.6477C10.6282 29.5423 10.6875 29.3992 10.6875 29.25C10.687
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class="text-size-xlarge text-weight-normal show-mobile-landscape">Investment Research Team</h3></div><div class="layout34_item-text-wrapper"><div class="margin-bottom margin-xsmall hide-mobile-landscape"><h3 class="text-size-xlarge text-weight-normal">Investment Research Team</h3></div><p>AI-assisted diligence, investment discovery, and access</p></div></div></div></div><div id="w-node-d7f4cd2a-cfab-d926-ee19-653f91658a7c-8f46796e" class="layout34_image-wrapper"><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698689fc8f03593699ebd834_Group%20379350-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698689fc8f03593699ebd834_Group%20379350-p-800.avif 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698689fc8f03593699ebd834_Group%20379350-p-1080.avif 1080w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698689fc8f03593699ebd834_Group%20379350.avif 1944w" alt="Profile card of Sophia Martinez, Chief Investment Officer at ABC Wealth Advisors, linked to offering analysis." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698689fc8f03593699ebd834_Group%20379350.avif" loading="lazy" class="layout34_image image-fit_contain"/></div><div id="w-node-da5103da-dc9a-8873-7c07-fcf766455e09-8f46796e" class="horizontal-divider show-mobile-landscape"></div></div><div class="spacer-xxlarge"></div><div class="w-layout-grid layout34_content image-left"><div id="w-node-_172253bb-822f-50e1-7b13-81d1194ae68f-8f46796e" class="layout34_image-wrapper"><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6996236b834adfae0bd51a61_back-office-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6996236b834adfae0bd51a61_back-office-p-800.avif 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6996236b834adfae0bd51a61_back-office-p-1080.avif 1080w, 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449Z" fill="currentColor"/> 450</svg></div><h3 class="text-size-xlarge text-weight-normal show-mobile-landscape">Advisors</h3></div><div class="layout34_item-text-wrapper"><div class="margin-bottom margin-xsmall hide-mobile-landscape"><h3 class="text-size-xlarge text-weight-normal">Advisors</h3></div><p>Client reporting and advisor education to streamline portfolio tracking and investment insights</p></div></div></div></div><div id="w-node-_53dd1768-09ba-f2af-0907-2ad2e7bfc6bc-8f46796e" class="layout34_image-wrapper"><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698689947419eff733f41979_Group%201000000890-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698689947419eff733f41979_Group%201000000890-p-800.avif 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698689947419eff733f41979_Group%201000000890-p-1080.avif 1080w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698689947419eff733f41979_Group%201000000890.avif 1944w" alt="Profile of advisor Jane Smith from ABC Wealth Advisors linking to investment details and client portfolio summary." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698689947419eff733f41979_Group%201000000890.avif" loading="lazy" class="layout34_image image-fit_contain"/></div><div class="horizontal-divider show-mobile-landscape"></div></div><div class="spacer-xxlarge"></div><div class="w-layout-grid layout34_content image-left"><div id="w-node-f1b76e6b-9a5c-bd85-369f-f4fa6a16cd2d-8f46796e" class="layout34_image-wrapper"><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698689943df0c2c18d17063a_Group%201000000917-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698689943df0c2c18d17063a_Group%201000000917-p-800.avif 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698689943df0c2c18d17063a_Group%201000000917.avif 1944w" alt="Client Jeanine Gaines with profile image linked to a portfolio donut chart and document list on a dark interface." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698689943df0c2c18d17063a_Group%201000000917.avif" loading="lazy" class="layout34_image image-fit_contain"/></div><div id="w-node-f1b76e6b-9a5c-bd85-369f-f4fa6a16cd22-8f46796e" class="layout34_content-left"><div class="w-layout-grid layout34_item-list"><div id="w-node-f1b76e6b-9a5c-bd85-369f-f4fa6a16cd24-8f46796e" class="layout34_item"><div class="layout34_item-icon-wrapper"><div class="icon-embed-medium w-embed"><svg width="36" height="36" viewBox="0 0 36 36" fill="none" xmlns="http://www.w3.org/2000/svg"> 451<path d="M33.3281 20.7337C33.1998 20.8098 33.0466 20.8318 32.902 20.7948C32.7575 20.7579 32.6336 20.6651 32.5575 20.5368C31.3861 18.5681 29.6142 17.4431 27.6975 17.4431C27.6401 17.4424 27.5832 17.4329 27.5288 17.415C27.3512 17.4335 27.1729 17.4429 26.9944 17.4431C26.8452 17.4431 26.7021 17.3838 26.5966 17.2783C26.4911 17.1728 26.4319 17.0298 26.4319 16.8806C26.4319 16.7314 26.4911 16.5883 26.5966 16.4828C26.7021 16.3773 26.8452 16.3181 26.9944 16.3181C27.7308 16.3178 28.4523 16.1111 29.0771 15.7214C29.7019 15.3316 30.2049 14.7744 30.5289 14.1132C30.8529 13.4519 30.985 12.713 30.9102 11.9804C30.8354 11.2479 30.5566 10.551 30.1056 9.96886C29.6545 9.38677 29.0493 8.94282 28.3586 8.68745C27.6679 8.43207 26.9194 8.3755 26.1982 8.52415C25.477 8.67281 24.8119 9.02074 24.2785 9.52843C23.7451 10.0361 23.3647 10.6832 23.1806 11.3962C23.1433 11.5407 23.0501 11.6645 22.9216 11.7403C22.793 11.8162 22.6396 11.8378 22.4951 11.8005C22.3506 11.7632 22.2268 11.67 22.1509 11.5415C22.0751 11.4129 22.0535 11.2595 22.0908 11.115C22.2972 10.3145 22.6965 9.57681 23.2538 8.96627C23.8111 8.35574 24.5094 7.89095 25.2877 7.61251C26.066 7.33408 26.9007 7.25047 27.7188 7.36899C28.5368 7.48751 29.3135 7.80456 29.9808 8.29243C30.6481 8.7803 31.1857 9.42416 31.5468 10.1677C31.9079 10.9113 32.0814 11.732 32.0522 12.5581C32.023 13.3843 31.7919 14.1906 31.3792 14.9069C30.9665 15.6231 30.3846 16.2273 29.6845 16.6668C31.2047 17.2082 32.5688 18.3543 33.525 19.9687C33.5993 20.0965 33.6203 20.2484 33.5834 20.3916C33.5466 20.5347 33.4549 20.6576 33.3281 20.7337ZM26.3616 30.0937C26.436 30.2228 26.4562 30.3761 26.4177 30.5201C26.3792 30.664 26.2852 30.7868 26.1563 30.8615C26.071 30.9115 25.9739 30.9378 25.875 30.9375C25.7764 30.9374 25.6795 30.9113 25.5941 30.862C25.5087 30.8126 25.4378 30.7416 25.3884 30.6562C24.6303 29.371 23.55 28.3057 22.2543 27.5657C20.9585 26.8257 19.4922 26.4364 18 26.4364C16.5078 26.4364 15.0415 26.8257 13.7457 27.5657C12.45 28.3057 11.3697 29.371 10.6116 30.6562C10.5337 30.7786 10.4116 30.8663 10.2707 30.9008C10.1298 30.9353 9.98097 30.914 9.85536 3
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452white-background"><div class="wa_item-text-wrapper"><div class="wa_item-icon-wrapper"><div class="icon-embed-medium text-color-green-600 w-embed"><svg width="50" height="50" viewBox="0 0 50 50" fill="none" xmlns="http://www.w3.org/2000/svg"> 453<path d="M44.4238 33.9844C44.4758 34.0731 44.5098 34.1712 44.5238 34.2731C44.5378 34.3749 44.5315 34.4785 44.5054 34.578C44.4793 34.6774 44.4338 34.7707 44.3715 34.8525C44.3092 34.9343 44.2314 35.003 44.1426 35.0547L25.3926 45.9922C25.2738 46.0608 25.1391 46.0969 25.002 46.0969C24.8648 46.0969 24.7301 46.0608 24.6113 45.9922L5.86133 35.0547C5.69128 34.9466 5.56957 34.777 5.52163 34.5813C5.47369 34.3856 5.50323 34.1789 5.60407 34.0045C5.70491 33.83 5.86925 33.7013 6.06278 33.6451C6.2563 33.589 6.46403 33.6098 6.64258 33.7032L25.002 44.4122L43.3613 33.7032C43.5398 33.6007 43.7515 33.5727 43.9504 33.6254C44.1493 33.678 44.3195 33.8071 44.4238 33.9844ZM43.3594 24.3243L25 35.0333L6.64062 24.3243C6.46208 24.2309 6.25435 24.2101 6.06082 24.2662C5.8673 24.3224 5.70296 24.4511 5.60211 24.6256C5.50127 24.8 5.47174 25.0067 5.51968 25.2024C5.56762 25.3981 5.68932 25.5677 5.85938 25.6758L24.6094 36.6133C24.7281 36.6819 24.8629 36.718 25 36.718C25.1371 36.718 25.2719 36.6819 25.3906 36.6133L44.1406 25.6758C44.3107 25.5677 44.4324 25.3981 44.4803 25.2024C44.5283 25.0067 44.4987 24.8 44.3979 24.6256C44.297 24.4511 44.1327 24.3224 43.9392 24.2662C43.7457 24.2101 43.5379 24.2309 43.3594 24.3243ZM5.46875 15.6251C5.46889 15.4881 5.50506 15.3535 5.57362 15.2349C5.64218 15.1163 5.74073 15.0178 5.85938 14.9493L24.6094 4.01177C24.7281 3.9432 24.8629 3.9071 25 3.9071C25.1371 3.9071 25.2719 3.9432 25.3906 4.01177L44.1406 14.9493C44.259 15.0179 44.3573 15.1165 44.4256 15.2351C44.4939 15.3537 44.5299 15.4882 44.5299 15.6251C44.5299 15.7619 44.4939 15.8964 44.4256 16.015C44.3573 16.1336 44.259 16.2322 44.1406 16.3008L25.3906 27.2383C25.2719 27.3069 25.1371 27.343 25 27.343C24.8629 27.343 24.7281 27.3069 24.6094 27.2383L5.85938 16.3008C5.74073 16.2323 5.64218 16.1338 5.57362 16.0152C5.50506 15.8966 5.46889 15.7621 5.46875 15.6251ZM7.80078 15.6251L25 25.6583L42.1992 15.6251L25 5.59185L7.80078 15.6251Z" fill="currentColor"/> 454</svg></div></div><div class="margin-bottom margin-small"><h3 class="small-heading-style text-color-grey-w-800 solutions-titles">Custom Fund & SPV Solutions</h3></div><div class="margin-bottom margin-large"><p class="text-color-grey-w-800 paragraph-3">Launch firm white-labeled private market vehicles without the operational burden. Feeders can be launched within 30 days.</p></div><div class="button is-link is-icon custom-align-left text-color-grey-600"><div>Learn More</div><div class="icon-embed-small w-embed"><svg width="18" height="18" viewBox="0 0 18 18" fill="none" xmlns="http://www.w3.org/2000/svg"> 455<path d="M8.99993 2.25005C8.85075 2.25005 8.70767 2.30931 8.60218 2.4148C8.49669 2.52029 8.43743 2.66336 8.43743 2.81255V13.8298L4.3354 9.72708C4.28314 9.67481 4.22109 9.63336 4.15281 9.60507C4.08453 9.57679 4.01134 9.56223 3.93743 9.56223C3.86352 9.56223 3.79034 9.57679 3.72205 9.60507C3.65377 9.63336 3.59172 9.67481 3.53946 9.72708C3.4872 9.77934 3.44574 9.84138 3.41746 9.90967C3.38918 9.97795 3.37462 10.0511 3.37462 10.125C3.37462 10.199 3.38918 10.2721 3.41746 10.3404C3.44574 10.4087 3.4872 10.4708 3.53946 10.523L8.60196 15.5855C8.6542 15.6378 8.71624 15.6793 8.78453 15.7076C8.85281 15.7359 8.92601 15.7505 8.99993 15.7505C9.07385 15.7505 9.14705 15.7359 9.21534 15.7076C9.28362 15.6793 9.34566 15.6378 9.3979 15.5855L14.4604 10.523C14.5659 10.4175 14.6252 10.2743 14.6252 10.125C14.6252 9.97578 14.5659 9.83262 14.4604 9.72708C14.3549 9.62153 14.2117 9.56223 14.0624 9.56223C13.9132 9.56223 13.77 9.62153 13.6645 9.72708L9.56243 13.8298V2.81255C9.56243 2.66336 9.50317 2.52029 9.39768 2.4148C9.29219 2.30931 9.14912 2.25005 8.99993 2.25005Z" fill="currentColor"/> 456</svg></div></div></div></div></a><a href="#client-portfolio-management" class="link-block w-inline-block"><div id="w-node-_8a7c8115-1098-9a77-c819-20ff63a7628c-8f46796e" class="feature-card white-background"><div class="wa_item-text-wrapper"><div class="wa_item-icon-wrapper"><div class="icon-embed-medium text-color-green-600 w-embed"><svg width="40" height="40" viewBox="0 0 40 40" fill="none" xmlns="http://www.w3.org/2000/svg"> 457<mask id="path-1-inside-1_4718_11937" fill="white"> 458<rect width="40" height="40" rx="0.5"/> 459</mask> 460<rect width="40" height="40" rx="0.5" stroke="#31B09E" stroke-width="2.4" mask="url(#path-1-inside-1_4718_11937)"/> 461<path d="M1.53857 38.4615L39.4873 1.02563" stroke="#31B09E" stroke-width="1.2"/> 462<path d="M0.869629 38.6957L39.5826 20" stroke="#31B09E" stroke-width="1.2"/> 463</svg></div></div><div class="margin-bottom margin-large"><h3 class="small-heading-style text-color-grey-w-800 solutions-titles">AI-Powered Management & Portfolio Tracking</h3></div><div class="margin-bottom margin-large"><p class="text-color-grey-w-800 paragraph-3">All your clientsâ private market portfolio data & documents in one centralized place, regardless of where they were sourced. All with AI-driven insights, summaries, and more.<br/></p></div><div class="button is-link is-icon custom-align-left text-color-grey-600"><div>
463Learn More</div><div class="icon-embed-small w-embed"><svg width="18" height="18" viewBox="0 0 18 18" fill="none" xmlns="http://www.w3.org/2000/svg"> 464<path d="M8.99993 2.25005C8.85075 2.25005 8.70767 2.30931 8.60218 2.4148C8.49669 2.52029 8.43743 2.66336 8.43743 2.81255V13.8298L4.3354 9.72708C4.28314 9.67481 4.22109 9.63336 4.15281 9.60507C4.08453 9.57679 4.01134 9.56223 3.93743 9.56223C3.86352 9.56223 3.79034 9.57679 3.72205 9.60507C3.65377 9.63336 3.59172 9.67481 3.53946 9.72708C3.4872 9.77934 3.44574 9.84138 3.41746 9.90967C3.38918 9.97795 3.37462 10.0511 3.37462 10.125C3.37462 10.199 3.38918 10.2721 3.41746 10.3404C3.44574 10.4087 3.4872 10.4708 3.53946 10.523L8.60196 15.5855C8.6542 15.6378 8.71624 15.6793 8.78453 15.7076C8.85281 15.7359 8.92601 15.7505 8.99993 15.7505C9.07385 15.7505 9.14705 15.7359 9.21534 15.7076C9.28362 15.6793 9.34566 15.6378 9.3979 15.5855L14.4604 10.523C14.5659 10.4175 14.6252 10.2743 14.6252 10.125C14.6252 9.97578 14.5659 9.83262 14.4604 9.72708C14.3549 9.62153 14.2117 9.56223 14.0624 9.56223C13.9132 9.56223 13.77 9.62153 13.6645 9.72708L9.56243 13.8298V2.81255C9.56243 2.66336 9.50317 2.52029 9.39768 2.4148C9.29219 2.30931 9.14912 2.25005 8.99993 2.25005Z" fill="currentColor"/> 465</svg></div></div></div></div></a><a href="#curated-investment-offerings" class="link-block w-inline-block"><div id="w-node-bacb0b1f-6dea-6bd8-2e5e-27549322163f-8f46796e" class="feature-card white-background"><div class="wa_item-text-wrapper"><div class="wa_item-icon-wrapper"><div class="icon-embed-medium text-color-green-600 w-embed"><svg width="47" height="41" viewBox="0 0 47 41" fill="none" xmlns="http://www.w3.org/2000/svg"> 466<path d="M13.8961 24.4286L22.7038 39.7462C22.896 40.0805 23.3784 40.0805 23.5707 39.7462L32.3783 24.4286M13.8961 24.4286H32.3783M13.8961 24.4286L7.01668 12.4643M32.3783 24.4286L39.2577 12.4643M7.01668 12.4643L0.568018 1.24923C0.376352 0.915902 0.616965 0.499999 1.00147 0.499999H45.2729C45.6575 0.499999 45.8981 0.915903 45.7064 1.24924L39.2577 12.4643M7.01668 12.4643H39.2577" stroke="currentColor"/> 467</svg></div></div><div class="margin-bottom margin-xlarge"><h3 class="small-heading-style text-color-grey-w-800 solutions-titles">Curated Investment Offerings</h3></div><div class="margin-bottom margin-large"><p class="text-color-grey-w-800 paragraph-3">Access institutional-quality opportunities across venture capital, growth equity, buyout, and private credit â powered by relationships with 1,500+ asset managers.<br/></p></div><div class="button is-link is-icon custom-align-left text-color-grey-600"><div>Learn More</div><div class="icon-embed-small w-embed"><svg width="18" height="18" viewBox="0 0 18 18" fill="none" xmlns="http://www.w3.org/2000/svg"> 468<path d="M8.99993 2.25005C8.85075 2.25005 8.70767 2.30931 8.60218 2.4148C8.49669 2.52029 8.43743 2.66336 8.43743 2.81255V13.8298L4.3354 9.72708C4.28314 9.67481 4.22109 9.63336 4.15281 9.60507C4.08453 9.57679 4.01134 9.56223 3.93743 9.56223C3.86352 9.56223 3.79034 9.57679 3.72205 9.60507C3.65377 9.63336 3.59172 9.67481 3.53946 9.72708C3.4872 9.77934 3.44574 9.84138 3.41746 9.90967C3.38918 9.97795 3.37462 10.0511 3.37462 10.125C3.37462 10.199 3.38918 10.2721 3.41746 10.3404C3.44574 10.4087 3.4872 10.4708 3.53946 10.523L8.60196 15.5855C8.6542 15.6378 8.71624 15.6793 8.78453 15.7076C8.85281 15.7359 8.92601 15.7505 8.99993 15.7505C9.07385 15.7505 9.14705 15.7359 9.21534 15.7076C9.28362 15.6793 9.34566 15.6378 9.3979 15.5855L14.4604 10.523C14.5659 10.4175 14.6252 10.2743 14.6252 10.125C14.6252 9.97578 14.5659 9.83262 14.4604 9.72708C14.3549 9.62153 14.2117 9.56223 14.0624 9.56223C13.9132 9.56223 13.77 9.62153 13.6645 9.72708L9.56243 13.8298V2.81255C9.56243 2.66336 9.50317 2.52029 9.39768 2.4148C9.29219 2.30931 9.14912 2.25005 8.99993 2.25005Z" fill="currentColor"/> 469</svg></div></div></div></div></a></div></div></div></div></div></section><div id="navStart" class="nav-swap-on"></div><section id="fund-spv-solutions" class="section_custom-fund-spv-solutions"><div class="padding-global"><div class="container-large"><div class="padding-section-medium"><div class="layout89_component"><div class="layout89_content"><div class="margin-bottom margin-medium"><div class="horizontal-wrapper heading mobile-text-align-center"><div class="text-color-green-600 w-embed">
469<svg width="50" height="50" viewBox="0 0 50 50" fill="none" xmlns="http://www.w3.org/2000/svg"> 470<path d="M44.4238 33.9846C44.4758 34.0733 44.5098 34.1713 44.5238 34.2732C44.5378 34.375 44.5315 34.4787 44.5054 34.5781C44.4793 34.6775 44.4338 34.7708 44.3715 34.8526C44.3092 34.9345 44.2314 35.0032 44.1426 35.0549L25.3926 45.9924C25.2738 46.0609 25.1391 46.097 25.002 46.097C24.8648 46.097 24.7301 46.0609 24.6113 45.9924L5.86133 35.0549C5.69128 34.9468 5.56957 34.7771 5.52163 34.5814C5.47369 34.3857 5.50323 34.179 5.60407 34.0046C5.70491 33.8301 5.86925 33.7014 6.06278 33.6452C6.2563 33.5891 6.46403 33.6099 6.64258 33.7033L25.002 44.4123L43.3613 33.7033C43.5398 33.6008 43.7515 33.5728 43.9504 33.6255C44.1493 33.6782 44.3195 33.8072 44.4238 33.9846ZM43.3594 24.3244L25 35.0334L6.64062 24.3244C6.46208 24.231 6.25435 24.2102 6.06082 24.2663C5.8673 24.3225 5.70296 24.4512 5.60211 24.6257C5.50127 24.8001 5.47174 25.0068 5.51968 25.2025C5.56762 25.3982 5.68932 25.5679 5.85938 25.676L24.6094 36.6135C24.7281 36.682 24.8629 36.7181 25 36.7181C25.1371 36.7181 25.2719 36.682 25.3906 36.6135L44.1406 25.676C44.3107 25.5679 44.4324 25.3982 44.4803 25.2025C44.5283 25.0068 44.4987 24.8001 44.3979 24.6257C44.297 24.4512 44.1327 24.3225 43.9392 24.2663C43.7457 24.2102 43.5379 24.231 43.3594 24.3244ZM5.46875 15.6252C5.46889 15.4882 5.50506 15.3536 5.57362 15.235C5.64218 15.1164 5.74073 15.0179 5.85938 14.9494L24.6094 4.01189C24.7281 3.94333 24.8629 3.90723 25 3.90723C25.1371 3.90723 25.2719 3.94333 25.3906 4.01189L44.1406 14.9494C44.259 15.0181 44.3573 15.1166 44.4256 15.2352C44.4939 15.3538 44.5299 15.4883 44.5299 15.6252C44.5299 15.762 44.4939 15.8965 44.4256 16.0151C44.3573 16.1337 44.259 16.2323 44.1406 16.301L25.3906 27.2385C25.2719 27.307 25.1371 27.3431 25 27.3431C24.8629 27.3431 24.7281 27.307 24.6094 27.2385L5.85938 16.301C5.74073 16.2325 5.64218 16.134 5.57362 16.0153C5.50506 15.8967 5.46889 15.7622 5.46875 15.6252ZM7.80078 15.6252L25 25.6584L42.1992 15.6252L25 5.59197L7.80078 15.6252Z" fill="currentColor"/> 471</svg></div><h2 class="text-size-huge">Custom Fund & SPV Solutions</h2></div></div><div class="max-width-xlarge align-center"><div class="text-align-center"><p class="text-size-large">Launch firm white-labeled private markets vehicles while minimizing operational hassle. Solutions can be launched in as little as 30 days.</p></div></div></div><div class="layout89_image-wrapper"><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a1e87dc59ea691fb854ab_custom-fund-spv-wa-p-500.png 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a1e87dc59ea691fb854ab_custom-fund-spv-wa-p-800.png 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a1e87dc59ea691fb854ab_custom-fund-spv-wa-p-1080.png 1080w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a1e87dc59ea691fb854ab_custom-fund-spv-wa.avif 2638w" alt="Laptop screen showing ABC RIA Funds dashboard with private equity and venture capital investment details." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a1e87dc59ea691fb854ab_custom-fund-spv-wa.avif" loading="lazy" class="layout89_image"/></div></div></div></div></div></section><section class="section_key-capabilities"><div class="padding-global"><div class="container-large"><div class="padding-section-small"><div data-aos-duration="350" data-aos="fade-up" class="layout524_component"><div class="margin-bottom margin-xxlarge"><h2>Key capabilities</h2></div><div class="w-layout-grid layout524_grid-list"><div class="w-layout-grid layout524_row"><div id="w-node-_4aa54881-328c-1003-915b-efe3bb57a77e-8f46796e" class="layout524_card-large"><div class="layout524_card-large-content"><div class="layout524_card-large-content-top"><p>Your firm retains full control over investment strategy, decision-making, and client relationships â Allocate supports back-office operations.</p></div></div><div class="layout524_background-image-wrapper"><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cf158ad0a9e0ff833066a_home%20page%20key%20capabilities%201-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cf158ad0a9e0ff833066a_home%20page%20key%20capabilities%201-p-800.png 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cf158ad0a9e0ff833066a_home%20page%20key%20capabilities%201.avif 1695w" alt="Profile card of Jane Smith, CIO at ABC Wealth Advisors with $60M in private equity and related service options." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cf158ad0a9e0ff833066a_home%20page%20key%20capabilities%201.avif" loading="lazy" class="layout524_background-image"/></div></div><div class="layout524_content-right"><div class="layout524_content-right-top"><div class="layout524_card-small"><div class="layout524_card-small-content"><div class="margin-bottom margin-large"><div class="max-width-xxsmall"><p>Ongoing fund administration and compliance support</p></div></div></div><div class="layout524_background-image-wrapper"><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef2400b45f89ae67060a_Ongoing%20fund%20administration%20and%20compliance%20management-p-500.png 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef2400b45f89ae67060a_Ongoing%20fund%20administration%20and%20compliance%20management.avif 1014w" alt="Diagram listing fund administration, treasury management, tax reporting, audit coordination, and cash distribution." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef2400b45f89ae67060a_Ongoing%20fund%20administration%20and%20compliance%20management.avif" loading="lazy" class="layout524_background-image"/></div></div><div class="layout524_card-small"><div class="layout524_card-small-content"><div class="margin-bottom margin-large"><div class="max-width-xxsmall"><p class="text-color-black">Streamlined fund formation and legal document workflows</p></div></div></div><div class="layout524_background-image-wrapper"><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cf1c142d6f1145c71ede7_automated%20fund%20formation%20and%20legal%20structure%20setup%20(1)-p-500.png 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cf1c142d6f1145c71ede7_automated%20fund%20formation%20and%20legal%20structure%20setup%20(1)-p-800.png 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cf1c142d6f1145c71ede7_automated%20fund%20formation%20and%20legal%20structure%20setup%20(1).avif 1388w" alt="Form fields for target fund size with dollar input and subscription start date, plus a PDF upload area." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cf1c142d6f1145c71ede7_automated%20fund%20formation%20and%20legal%20structure%20setup%20(1).avif" loading="lazy" class="layout524_background-image"/></div></div></div><div class="layout524_content-right-bottom"><div class="layout524_card-small"><div class="layout524_card-small-content"><div class="margin-bottom margin-large"><div class="max-width-xxsmall"><p>Treasury management</p></div></div></div><div class="layout524_background-image-wrapper"><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef2404bc21f3eed8198c_treasury%20management-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef2404bc21f3eed8198c_treasury%20management.avif 964w" alt="Dashboard showing unpaid capital calls of $850,000 and bank balance $5,323,235 with capital call line $5,000,000." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef2404bc21f3eed8198c_treasury%20management.avif" loading="lazy" class="layout524_background-image"/></div></div><div class="layout524_card-small"><div class="layout524_card-small-content"><div class="margin-bottom margin-large"><div class="max-width-xxsmall"><p>Centralized reporting</p></div></div></div><div class="layout524_background-image-wrapper"><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef24a9db4c0f773477bd_Centralized%20reporting-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef24a9db4c0f773477bd_Centralized%20reporting.avif 1084w" alt="List of 824 investor documents with file sizes and a popup to summarize a Parker Family Trust investor update." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef24a9db4c0f773477bd_Centralized%20reporting.avif" loading="lazy" class="layout524_background-image"/></div></div></div></div></div></div></div></div></div></div></section><section class="section_solution-case-study hide"><div class="padding-global"><div class="container-large"><div class="padding-section-large"><div class="faq3_component"><div class="margin-bottom margin-xlarge"><div class="text-style-circularxx-book text-style-eyebrow text-color-white">FUND SOLUTIONs CASE STUDY</div></div><div class="w-layout-grid faq3_content"><div class="faq3_content-left"><div class="margin-bottom margin-xlarge"><img src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6983af338d70c8f0f74ea1ca_krilogy-logo.avif" loading="lazy" width="304" sizes="(max-width: 767px) 48vw, 304px" alt="Krilogy brand logo with stylized overlapping loops above the text." srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6983af338d70c8f0f74ea1ca_krilogy-logo-p-500.png 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6983af338d70c8f0f74ea1ca_krilogy-logo.avif 1427w" class="fund-solutions_case-study-image"/></div><p class="text-color-grey-300">Independent wealth management firm investing in private markets since 2012</p></div><div class="faq3_list"><div class="faq3_accordion"><div class="faq3_question-2 first-child"><div class="text-color-green-200 text-size-xlarge">Challenge</div><div class="faq3_icon-wrapper"></div></div><div class="faq3_answer"><div class="margin-bottom margin-small"><p class="text-color-white">Krilogy wanted to build diversified private market portfolios for clients but lacked the infrastru
471cture to launch multi-asset vehicles, manage subscriptions, and handle ongoing fund administration â all while maintaining their high-touch service model</p></div></div></div><div class="faq3_accordion"><div class="faq3_question-2"><div class="text-color-green-200 text-size-xlarge">Solution</div><div class="faq3_icon-wrapper"></div></div><div class="faq3_answer"><div class="margin-bottom margin-small"><div class="text-rich-text text-color-white w-richtext"><p>Krilogy implemented Allocate's platform to build customized private market solutions across venture capital, private equity, and private credit. The infrastructure enabled:</p><ul role="list"><li>Streamlined investor onboarding and subscription processing</li><li>Centralized deal curated opportunities and due diligence workflows</li><li>Automated administration and reporting </li><li>Portfolio construction modeling across asset classes and vintage years</li></ul></div></div></div></div><div class="faq3_accordion last-child"><div class="faq3_question-2"><div class="text-color-green-200 text-size-xlarge">Outcome</div><div class="faq3_icon-wrapper"></div></div><div class="faq3_answer"><div class="margin-bottom margin-small"><p class="text-color-white">Allocate's platform allowed Krilogy to deliver differentiated private market access to clients without proportional increases in operational overhead. The firm scaled its alternative investment program while maintaining institutional-quality diligence and seamless execution standards.</p></div></div></div></div></div><div class="spacer-xhuge"></div><div class="case-study_card"><div class="case-study_card-content"><div class="w-embed"><svg width="78" height="31" viewBox="0 0 78 31" fill="none" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink"> 472<rect width="78" height="31" fill="url(#pattern0_4372_5220)"/> 473<defs> 474<pattern id="pattern0_4372_5220" patternContentUnits="objectBoundingBox" width="1" height="1"> 475<use xlink:href="#image0_4372_5220" transform="matrix(0.00405547 0 0 0.0102041 -0.00896128 0)"/> 476</pattern> 477<image id="image0_4372_5220" width="251" height="98" preserveAspectRatio="none" xlink:href="data:image/png;base64,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486with your wealth platform. Stop logging into multiple fund portals.</p></div></div></div></div><div class="layout89_image-wrapper"><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a1ed99f268bce507d1dac_ai-powered-management-port-wa-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a1ed99f268bce507d1dac_ai-powered-management-port-wa-p-800.avif 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a1ed99f268bce507d1dac_ai-powered-management-port-wa-p-1080.avif 1080w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a1ed99f268bce507d1dac_ai-powered-management-port-wa-p-1600.avif 1600w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a1ed99f268bce507d1dac_ai-powered-management-port-wa.avif 2638w" alt="Dashboard showing Parker Family Office portfolio summary, investment details, cash flow, and 824 investor documents list." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/698a1ed99f268bce507d1dac_ai-powered-management-port-wa.avif" loading="lazy" class="layout89_image"/></div></div></div></div></div></section><section class="section_key-capabilities"><div class="padding-global"><div class="container-large"><div class="padding-section-small"><div data-aos-duration="350" data-aos="fade-up" class="layout524_component"><div class="margin-bottom margin-xxlarge"><h2>Key capabilities</h2></div><div class="w-layout-grid layout524_grid-list"><div class="w-layout-grid layout524_row"><div class="layout524_content-right"><div class="layout524_content-right-top"><div class="layout524_card-small"><div class="layout524_card-small-content"><div class="margin-bottom margin-tiny"><div class="horizontal-wrapper eyebrow"><div class="w-embed"><svg width="18" height="18" viewBox="0 0 18 18" fill="none" xmlns="http://www.w3.org/2000/svg"> 487<g clip-path="url(#clip0_4375_16793)"> 488<path d="M17.6294 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8.64606C17.5853 8.56236 17.6408 8.46518 17.6758 8.36006C17.7109 8.25494 17.7249 8.14394 17.7171 8.0334C17.7092 7.92286 17.6797 7.81495 17.6301 7.71583L17.6294 7.71232ZM14.0435 10.3104L11.4279 8.21505C11.3737 8.17161 11.3054 8.14972 11.2361 8.15362C11.1668 8.15751 11.1014 8.18691 11.0524 8.23615C9.68202 9.61708 8.14569 9.43919 7.16483 8.81271C7.12872 8.78955 7.09829 8.75856 7.07577 8.72205C7.05326 8.68554 7.03924 8.64443 7.03475 8.60177C7.02995 8.5607 7.03447 8.51908 7.04799 8.48C7.0615 8.44093 7.08365 8.4054 7.1128 8.37607L10.2389 5.34349H12.7638L14.8451 9.50669L14.0435 10.3104ZM0.8585 8.17849C0.836015 8.10884 0.841564 8.03317 0.873969 7.96755L2.67186 4.37458C2.69493 4.32815 2.73039 4.289 2.77431 4.26145C2.81824 4.23391 2.86892 4.21904 2.92077 4.21849C2.96426 4.21876 3.0071 4.2291 3.04592 4.24872L4.73342 5.09248L2.68663 9.18537L0.999125 8.34162C0.966118 8.325 0.936709 8.30204 0.91258 8.27405C0.888451 8.24606 0.870074 8.21359 0.8585 8.17849ZM11.1635 13.1883L6.87022 12.1146L3.17178 9.47294L5.30506 5.20287L8.99998 4.22833L11.0897 4.78099H10.125C10.0517 4.78092 9.98136 4.80943 9.92881 4.86044L6.71553 7.9774C6.62611 8.06682 6.55793 8.17521 6.51604 8.29454C6.47415 8.41387 6.45962 8.54109 6.47353 8.66679C6.48743 8.79249 6.52942 8.91346 6.59638 9.02075C6.66334 9.12804 6.75356 9.2189 6.86038 9.28662C8.25819 10.1803 9.96327 9.98974 11.2662 8.80779L13.6406 10.7104L11.1635 13.1883ZM17.1401 8.17849C17.1285 8.21359 17.1101 8.24606 17.086 8.27405C17.0619 8.30204 17.0324 8.325 16.9994 8.34162L15.3119 9.18537L13.2665 5.09248L14.954 4.24872C15.0204 4.2164 15.0969 4.21148 15.1669 4.23503C15.2368 4.25857 15.2948 4.3087 15.3281 4.37458L17.1232 7.96404C17.1575 8.03027 17.164 8.10741 17.1415 8.17849H17.1401ZM8.99577 15.2576C8.98016 15.318 8.94488 15.3715 8.89548 15.4097C8.84609 15.4479 8.78539 15.4686 8.72295 15.4685C8.69925 15.4687 8.67563 15.4658 8.65264 15.4601L5.72202 14.7267C5.68769 14.7183 5.65524 14.7035 5.62639 14.6831L3.77436 13.3591C3.71366 13.3158 3.67267 13.2501 3.66041 13.1765C3.64814 13.1029 3.66561 13.0275 3.70897 12.9668C3.75233 12.9061 3.81802 12.8651 3.8916 12.8528C3.96518 12.8406 4.04061 12.858 4.10131 12.9014L5.90975 14.193L8.79256 14.9137C8.82856 14.9228 8.8624 14.939 8.89213 14.9612C8.92187 14.9834 8.9469 15.0113 8.96579 15.0433C8.98468 15.0753 8.99706 15.1107 9.0022 15.1474C9.00735 15.1842 9.00516 15.2216 8.99577 15.2576Z" fill="black"/> 489</g> 490<defs> 491<clipPath id="clip0_4375_16793"> 492<rect width="18" height="18" fill="currentColor"/> 493</clipPath> 494</defs> 495</svg></div><p class="text-style-circularxx-book text-style-eyebrow text-size-small">FOR ADVISORS</p></div></div><div class="margin-bottom margin-medium"><p>Answer client questions immediately instead of hunting through portals</p></div></div><div class="layout524_background-image-wrapper"><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef248b51a3356df5c538_Answer%20client%20questions%20immediately%20instead%20of%20hunting%20through%20portals.-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef248b51a3356df5c538_Answer%20client%20questions%20immediately%20instead%20of%20hunting%20through%20portals..avif 1084w" alt="Chat exchange on portfolio insights about client exposure to Fintech estimated at 12.6% across various investment funds." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef248b51a3356df5c538_Answer%20client%20questions%20immediately%20instead%20of%20hunting%20through%20portals..avif" loading="lazy" class="layout524_background-image"/></div></div><div class="layout524_card-small"><div class="layout524_card-small-content"><div class="margin-bottom margin-tiny"><div class="horizontal-wrapper eyebrow"><div class="w-embed"><svg width="18" height="18" viewBox="0 0 18 18" fill="none" xmlns="http://www.w3.org/2000/svg">
496<path d="M8.99993 5.9062C8.38804 5.9062 7.7899 6.08764 7.28114 6.42759C6.77237 6.76754 6.37584 7.25071 6.14168 7.81602C5.90752 8.38133 5.84625 9.00338 5.96563 9.60351C6.085 10.2036 6.37965 10.7549 6.81232 11.1876C7.24499 11.6202 7.79624 11.9149 8.39637 12.0343C8.9965 12.1536 9.61855 12.0924 10.1839 11.8582C10.7492 11.624 11.2323 11.2275 11.5723 10.7187C11.9122 10.21 12.0937 9.61183 12.0937 8.99995C12.0928 8.17972 11.7665 7.39335 11.1865 6.81336C10.6065 6.23338 9.82016 5.90713 8.99993 5.9062ZM8.99993 11.5312C8.4993 11.5312 8.00991 11.3827 7.59364 11.1046C7.17738 10.8265 6.85294 10.4311 6.66136 9.96862C6.46978 9.50609 6.41965 8.99714 6.51732 8.50613C6.61499 8.01511 6.85607 7.56409 7.21007 7.21008C7.56407 6.85608 8.01509 6.615 8.50611 6.51734C8.99712 6.41967 9.50607 6.46979 9.9686 6.66138C10.4311 6.85296 10.8265 7.1774 11.1046 7.59366C11.3827 8.00992 11.5312 8.49931 11.5312 8.99995C11.5312 9.67128 11.2645 10.3151 10.7898 10.7898C10.3151 11.2645 9.67126 11.5312 8.99993 11.5312ZM16.4531 7.5937C16.4448 7.55375 16.4279 7.51608 16.4036 7.48329C16.3794 7.45051 16.3482 7.42341 16.3124 7.40385L14.1405 6.16635C14.1184 6.12792 14.095 6.08995 14.0702 6.05245L14.0695 3.59995C14.0692 3.55964 14.0601 3.51989 14.0428 3.48345C14.0256 3.44702 14.0006 3.41479 13.9696 3.38901C13.2361 2.76805 12.3912 2.29225 11.4799 1.98698C11.4427 1.97433 11.4033 1.96961 11.3641 1.97313C11.325 1.97664 11.2871 1.9883 11.2527 2.00737L9.07024 3.22518H8.92962L6.74993 2.00456C6.71565 1.98538 6.67773 1.97359 6.63861 1.96996C6.59949 1.96632 6.56005 1.97092 6.52282 1.98346C5.61183 2.29048 4.76743 2.76768 4.03446 3.38971C4.00382 3.41574 3.97911 3.44804 3.96201 3.48443C3.94491 3.52082 3.93581 3.56045 3.93532 3.60065L3.92407 6.05456L3.85376 6.16846L1.6804 7.40385C1.6459 7.42417 1.61614 7.45161 1.5931 7.48435C1.57006 7.51709 1.55428 7.55437 1.54681 7.5937C1.36265 8.52216 1.36265 9.47774 1.54681 10.4062C1.55468 10.4458 1.571 10.4833 1.59466 10.5161C1.61832 10.5488 1.64876 10.5761 1.68392 10.596L3.85587 11.8335C3.8779 11.8724 3.90134 11.9104 3.92618 11.9474L3.93462 14.3992C3.93491 14.4396 3.944 14.4793 3.96124 14.5157C3.97849 14.5522 4.00348 14.5844 4.03446 14.6102C4.76799 15.2311 5.61293 15.7069 6.52423 16.0122C6.56141 16.0249 6.60083 16.0296 6.63994 16.0261C6.67906 16.0226 6.717 16.0109 6.75134 15.9918L8.92962 14.7747H9.07024L11.2499 15.9953C11.2842 16.0145 11.3221 16.0263 11.3613 16.0299C11.4004 16.0336 11.4398 16.029 11.477 16.0164C12.388 15.7094 13.2324 15.2322 13.9654 14.6102C13.996 14.5842 14.0207 14.5519 14.0378 14.5155C14.055 14.4791 14.0641 14.4394 14.0645 14.3992L14.0758 11.9453L14.1461 11.8314L16.3195 10.596C16.3553 10.5764 16.3865 10.5492 16.4108 10.5163C16.4351 10.4834 16.4519 10.4456 16.4601 10.4055C16.6418 9.47681 16.6394 8.52147 16.4531 7.5937ZM15.9271 10.1721L13.8023 11.3793C13.7577 11.4048 13.721 11.442 13.6961 11.4869C13.6532 11.5635 13.6082 11.6395 13.5618 11.7147C13.5337 11.7588 13.5188 11.8101 13.5189 11.8624L13.5077 14.2635C12.8844 14.7735 12.178 15.1724 11.4194 15.4427L9.28188 14.2474C9.23888 14.2235 9.19044 14.2112 9.14126 14.2115H8.87056C8.8202 14.2107 8.7705 14.223 8.72642 14.2474L6.5854 15.4427C5.8255 15.1732 5.11748 14.7753 4.4922 14.2664L4.48376 11.8673C4.48385 11.8148 4.46897 11.7633 4.44087 11.7189C4.39446 11.6486 4.34946 11.5685 4.30657 11.4918C4.28166 11.4469 4.24494 11.4097 4.2004 11.3842L2.07345 10.1728C1.93496 9.39749 1.93496 8.60381 2.07345 7.82854L4.19759 6.62057C4.24213 6.59507 4.27885 6.55787 4.30376 6.513C4.34665 6.43635 4.39165 6.36042 4.43806 6.28589C4.46592 6.2414 4.48077 6.19001 4.48095 6.13753L4.4922 3.73635C5.11547 3.22639 5.82188 2.82752 6.58048 2.55721L8.71798 3.75253C8.76207 3.77687 8.81176 3.78923 8.86212 3.78839H9.13212C9.18251 3.78957 9.23229 3.77718 9.27626 3.75253L11.4173 2.55721C12.1762 2.82695 12.8832 3.22483 13.5077 3.73354L13.5161 6.1326C13.516 6.18513 13.5309 6.23659 13.559 6.28096C13.6054 6.35128 13.6504 6.43143 13.6933 6.50807C13.7182 6.55295 13.7549 6.59015 13.7995 6.61565L15.9264 7.82714C16.0656 8.60228 16.0663 9.39596 15.9285 10.1714L15.9271 10.1721Z" fill="currentColor"/> 497</svg></div><p class="text-style-circularxx-book text-style-eyebrow text-size-small">FOR BACK OFFICE</p></div></div><div class="margin-bottom margin-medium"><p>Track cash activity and performance automatically instead of manually updating reporting systems</p></div></div><div class="layout524_background-image-wrapper"><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cf2dba4ca9537f163f900_Track%20cash%20activity%20and%20performance-p-500.png 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cf2dba4ca9537f163f900_Track%20cash%20activity%20and%20performance.avif 1063w" alt="Bar chart with blue bars decreasing left to center and green bars increasing center to right on dark background." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cf2dba4ca9537f163f900_Track%20cash%20activity%20and%20performance.avif" loading="lazy" class="layout524_background-image"/></div></div></div><div class="content_70-30-grid"><div class="layout524_card-small"><div class="layout524_card-small-content"><div class="margin-bottom margin-large"><p>AI-powered data extraction from fund reports</p></div></div><div class="layout524_background-image-wrapper"><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef24727eb71f6dc651af_AI-powered%20data%20extraction%20from%20fund%20reports-p-500.png 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef24727eb71f6dc651af_AI-powered%20data%20extraction%20from%20fund%20reports-p-800.png 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef24727eb71f6dc651af_AI-powered%20data%20extraction%20from%20fund%20reports-p-1080.png 1080w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef24727eb71f6dc651af_AI-powered%20data%20extraction%20from%20fund%20reports.avif 1378w" alt="Graphic showing AI extracting data from a document into a summary of financial fund metrics with amounts and ratios." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef24727eb71f6dc651af_AI-powered%20data%20extraction%20from%20fund%20reports.avif" loading="lazy" class="layout524_background-image"/></div></div><div class="layout524_card-small"><div class="layout524_card-small-content"><div class="margin-bottom margin-large"><p>Automated document ingestion (capital calls, NAV statements, K-1s)</p></div></div><div class="layout524_background-image-wrapper"><img src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef249cb20815450d5166_Automated%20document%20ingestion%20(capital%20calls%2C%20NAV%20statements%2C%20K-1s).avif" loading="lazy" alt="Document processing progress showing 2,100 of 2,137 done with progress bars for capital calls, K-1 tax, updates." class="layout524_background-image"/></div></div></div><div class="content_70-30-grid"><div class="layout524_card-small"><div class="layout524_card-small-content"><div class="margin-bottom margin-large"><p>Role-based access for advisors, operations, and clients</p></div></div><div class="layout524_background-image-wrapper"><img src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cf336c4f87e2834d8db48_role%20based%20access%20(1).avif" loading="lazy" sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cf336c4f87e2834d8db48_role%20based%20access%20(1)-p-500.png 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cf336c4f87e2834d8db48_role%20based%20access%20(1)-p-800.png 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cf336c4f87e2834d8db48_role%20based%20access%20(1)-p-1080.png 1080w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cf336c4f87e2834d8db48_role%20based%20access%20(1).avif 2103w" alt="Role-based access chart showing Advisor Ava Mccoy and Operations Ty Parrish linked to Client Jeanine Gaines." class="layout524_background-image"/></div></div><div class="layout524_card-small no-bottom_padding"><div class="layout524_card-small-content"><div class="margin-bottom"><p>Real-time portfolio consolidation across private investments</p></div></div><div class="layout524_background-image-wrapper"><img src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef2409bc94187ed33707_Real-time%20portfolio%20consolidation%20across%20all%20private%20investments.avif" loading="lazy" sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef2409bc94187ed33707_Real-time%20portfolio%20consolidation%20across%20all%20private%20investments-p-500.png 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef2409bc94187ed33707_Real-time%20portfolio%20consolidation%20across%20all%20private%20investments.avif 796w" alt="Partial circular chart with five teal and aqua segments in varying shades on black background." class="layout524_background-image is-contain"/></div></div></div></div></div></div></div></div><div class="spacer-large"></div></div></div><div class="horizontal-divider background-color-grey-200"></div></section><section id="curated-investment-offerings" class="section_curated-investment-offerings"><div class="padding-global"><div class="container-large"><div class="padding-section-medium"><div class="layout89_component"><div class="margin-bottom"><div class="layout89_content"><div class="margin-bottom margin-medium"><div class="horizontal-wrapper heading mobile-text-align-center"><div class="text-color-green-600 w-embed"><svg width="47" height="41" viewBox="0 0 47 41" fill="none" xmlns="http://www.w3.org/2000/svg"> 498<path d="M13.8961 24.4286L22.7038 39.7462C22.896 40.0805 23.3784 40.0805 23.5707 39.7462L32.3783 24.4286M13.8961 24.4286H32.3783M13.8961 24.4286L7.01668 12.4643M32.3783 24.4286L39.2577 12.4643M7.01668 12.4643L0.568018 1.24923C0.376352 0.915902 0.616965 0.499999 1.00147 0.499999H45.2729C45.6575 0.499999 45.8981 0.915903 45.7064 1.24924L39.2577 12.4643M7.01668 12.4643H39.2577" stroke="currentColor"/> 499</svg></div><h2 class="text-size-huge">Curated Investment Offerings</h2></div></div><div class="max-width-xlarge align-center text-align-center"><p class="text-size-large">Access institutional-quality opportunities across venture capital, growth equity, buyout, and private credit â powered by relationships with 1,500+ asset managers.</p></div></div></div><div class="layout89_image-wrapper"><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a3ac213342fb12130e3de20_Frame%201171276717-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a3ac213342fb12130e3de20_Frame%201171276717-p-800.avif 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a3ac213342fb12130e3de20_Frame%201171276717-p-1080.avif 1080w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a3ac213342fb12130e3de20_Frame%201171276717-p-1600.avif 1600w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a3ac213342fb12130e3de20_Frame%201171276717-p-2000.avif 2000w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a3ac213342fb12130e3de20_Frame%201171276717-p-2600.avif 2600w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a3ac213342fb12130e3de20_Frame%201171276717-p-3200.avif 3200w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a3ac213342fb12130e3de20_Frame%201171276717.avif 3957w" alt="Dashboard showing investment offerings with details and a highlight popup for XYZ Ventures Fund II." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a3ac213342fb12130e3de20_Frame%201171276717.avif" loading="lazy" class="layout89_image"/></div></div></div></div></div></section><section class="section_layout524"><div class="padding-global"><div class="container-large"><div class="padding-section-small"><div data-aos-duration="350" data-aos="fade-up" class="layout524_component"><div class="margin-bottom margin-xxlarge"><div class="max-width-large"><h2 class="text-weight-normal text-size-xxlarge">Build a robust private markets program while keeping your investment team lean</h2></div></div><div class="w-layout-grid layout524_grid-list"><div class="w-layout-grid layout524_row"><div class="layout524_content-right"><div class="layout524_content-right-top"><div class="layout524_card-small"><div class="layout524_card-small-content"><div class="margin-bottom margin-medium"><div class="max-width-xxsmall"><p>AI-powered evaluation tools for faster analysis</p></div></div></div><div class="layout524_background-image-wrapper"><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a3ac212442bc810318cc5f8_Frame%201171276869-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a3ac212442bc810318cc5f8_Frame%201171276869-p-800.avif 800w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a3ac212442bc810318cc5f8_Frame%201171276869.avif 1192w" alt="XYZ Ventures Fund II with a note that it fits 112 clients and a button to view client fit analysis" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6a3ac212442bc810318cc5f8_Frame%201171276869.avif" loading="lazy" class="layout524_background-image"/></div></div><div class="layout524_card-small no-bottom_padding"><div class="layout524_card-small-content"><div class="margin-bottom margin-medium"><div class="max-width-xxsmall"><p>Curated opportunities with structured diligence already complete</p></div></div></div><div class="layout524_background-image-wrapper"><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef24106e7276f9fa4686_Curated%20opportunities%20with%20structured%20diligence%20already%20complete-p-500.avif 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef24106e7276f9fa4686_Curated%20opportunities%20with%20structured%20diligence%20already%20complete.avif 982w" alt="Offer
499ing Analysis for ABC RIA Private Equity Fund I showing 17% client fit and fund investment details." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef24106e7276f9fa4686_Curated%20opportunities%20with%20structured%20diligence%20already%20complete.avif" loading="lazy" class="layout524_background-image"/></div></div></div><div class="layout524_content-right-top"><div class="layout524_card-small"><div class="layout524_card-small-content"><div class="margin-bottom margin-medium"><div class="max-width-xxsmall"><p>Digital subscription and reporting infrastructure</p></div></div></div><div class="layout524_background-image-wrapper"><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef2426291a77669151a9_Digital%20subscription%20and%20reporting%20infrastructure-p-500.png 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef2426291a77669151a9_Digital%20subscription%20and%20reporting%20infrastructure.avif 1034w" alt="Bar chart shows subscriptions and commitments by status; 322 of 602 tax documents received for 2025." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef2426291a77669151a9_Digital%20subscription%20and%20reporting%20infrastructure.avif" loading="lazy" class="layout524_background-image"/></div></div><div class="layout524_card-small"><div class="layout524_card-small-content"><div class="margin-bottom margin-xlarge"><div class="max-width-xxsmall"><p>Institutional minimums and terms negotiated at the platform level</p></div></div></div><div class="layout524_background-image-wrapper"><img sizes="100vw" srcset="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef244260192e0cb93bf4_Institutional%20minimums%20and%20terms%20negotiated%20at%20the%20platform%20level-p-500.png 500w, https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef244260192e0cb93bf4_Institutional%20minimums%20and%20terms%20negotiated%20at%20the%20platform%20level.avif 1053w" alt="Four individual investors connect through a platform to access institutional benefits like lower minimums and support." src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/697cef244260192e0cb93bf4_Institutional%20minimums%20and%20terms%20negotiated%20at%20the%20platform%20level.avif" loading="lazy" class="layout524_background-image"/></div></div></div></div></div></div></div></div></div></div></section><div id="navEnd" class="nav-swap-off"></div><div class="nav-swap-on-from-below"></div><section class="section_faq"><div class="padding-global"><div class="container-large"><div class="padding-section-medium"><div class="faq_component"><div class="w-layout-grid faq_content"><div class="faq_content-left"><div class="margin-bottom margin-small"><h2 class="text-weight-normal">Frequently asked questions</h2></div></div><div class="faq_list"><div class="faq_accordion"><div data-w-id="86edfafe-bd3e-62d7-856a-33cecb6acc74" style="color:rgb(0,0,0)" class="faq3_question"><div class="faq3_icon-wrapper"><div class="icon-embed-small w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> 500<path d="M19.7653 9.26552L12.2653 16.7655C12.2305 16.8004 12.1891 16.828 12.1436 16.8469C12.0981 16.8658 12.0493 16.8755 12 16.8755C11.9507 16.8755 11.9019 16.8658 11.8564 16.8469C11.8109 16.828 11.7695 16.8004 11.7347 16.7655L4.23468 9.26552C4.19984 9.23068 4.1722 9.18932 4.15335 9.1438C4.13449 9.09827 4.12479 9.04948 4.12479 9.00021C4.12479 8.95094 4.13449 8.90215 4.15335 8.85662C4.1722 8.8111 4.19984 8.76974 4.23468 8.7349C4.30505 8.66453 4.40048 8.625 4.49999 8.625C4.54927 8.625 4.59806 8.63471 4.64358 8.65356C4.6891 8.67242 4.73047 8.70005 4.76531 8.7349L12 15.9696L19.2347 8.7349C19.2695 8.70005 19.3109 8.67242 19.3564 8.65356C19.4019 8.63471 19.4507 8.625 19.5 8.625C19.5493 8.625 19.5981 8.63471 19.6436 8.65356C19.6891 8.67242 19.7305 8.70005 19.7653 8.7349C19.8001 8.76974 19.8278 8.8111 19.8466 8.85662C19.8655 8.90215 19.8752 8.95094 19.8752 9.00021C19.8752 9.04948 19.8655 9.09827 19.8466 9.1438C19.8278 9.18932 19.8001 9.23068 19.7653 9.26552Z" fill="currentColor"/> 501</svg></div></div><div class="faq-question">What does Allocate provide to wealth advisory firms?</div></div><div style="width:100%;height:0px" class="faq3_answer"><div class="margin-bottom margin-small"><p class="faq-answer">Allocate delivers three integrated products: Fund Solutions (white-labeled feeder vehicle infrastru
501cture), Insights (AI-powered portfolio intelligence), and Curated opportunities (vetted access to investment opportunities for clients at low minimums). Together, these enable firms to launch and scale institutional-grade private markets programs.</p></div></div></div><div class="faq_accordion"><div data-w-id="86edfafe-bd3e-62d7-856a-33cecb6acc84" style="color:rgb(0,0,0)" class="faq3_question"><div class="faq3_icon-wrapper"><div class="icon-embed-small w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> 502<path d="M19.7653 9.26552L12.2653 16.7655C12.2305 16.8004 12.1891 16.828 12.1436 16.8469C12.0981 16.8658 12.0493 16.8755 12 16.8755C11.9507 16.8755 11.9019 16.8658 11.8564 16.8469C11.8109 16.828 11.7695 16.8004 11.7347 16.7655L4.23468 9.26552C4.19984 9.23068 4.1722 9.18932 4.15335 9.1438C4.13449 9.09827 4.12479 9.04948 4.12479 9.00021C4.12479 8.95094 4.13449 8.90215 4.15335 8.85662C4.1722 8.8111 4.19984 8.76974 4.23468 8.7349C4.30505 8.66453 4.40048 8.625 4.49999 8.625C4.54927 8.625 4.59806 8.63471 4.64358 8.65356C4.6891 8.67242 4.73047 8.70005 4.76531 8.7349L12 15.9696L19.2347 8.7349C19.2695 8.70005 19.3109 8.67242 19.3564 8.65356C19.4019 8.63471 19.4507 8.625 19.5 8.625C19.5493 8.625 19.5981 8.63471 19.6436 8.65356C19.6891 8.67242 19.7305 8.70005 19.7653 8.7349C19.8001 8.76974 19.8278 8.8111 19.8466 8.85662C19.8655 8.90215 19.8752 8.95094 19.8752 9.00021C19.8752 9.04948 19.8655 9.09827 19.8466 9.1438C19.8278 9.18932 19.8001 9.23068 19.7653 9.26552Z" fill="currentColor"/> 503</svg></div></div><div class="faq-question">Who is Allocate built for?</div></div><div style="width:100%;height:0px" class="faq3_answer"><div class="margin-bottom margin-small"><p class="faq-answer">Wealth advisory firms, private banks, and multi-family offices who are managing sophisticated private markets programs. The platform serves investment teams (diligence and oversight), advisors (client allocation and delivery), operations teams (administration and compliance), and end clients (portfolio access and reporting).</p></div></div></div><div class="faq_accordion"><div data-w-id="86edfafe-bd3e-62d7-856a-33cecb6acc92" style="color:rgb(0,0,0)" class="faq3_question"><div class="faq3_icon-wrapper"><div class="icon-embed-small w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> 504<path d="M19.7653 9.26552L12.2653 16.7655C12.2305 16.8004 12.1891 16.828 12.1436 16.8469C12.0981 16.8658 12.0493 16.8755 12 16.8755C11.9507 16.8755 11.9019 16.8658 11.8564 16.8469C11.8109 16.828 11.7695 16.8004 11.7347 16.7655L4.23468 9.26552C4.19984 9.23068 4.1722 9.18932 4.15335 9.1438C4.13449 9.09827 4.12479 9.04948 4.12479 9.00021C4.12479 8.95094 4.13449 8.90215 4.15335 8.85662C4.1722 8.8111 4.19984 8.76974 4.23468 8.7349C4.30505 8.66453 4.40048 8.625 4.49999 8.625C4.54927 8.625 4.59806 8.63471 4.64358 8.65356C4.6891 8.67242 4.73047 8.70005 4.76531 8.7349L12 15.9696L19.2347 8.7349C19.2695 8.70005 19.3109 8.67242 19.3564 8.65356C19.4019 8.63471 19.4507 8.625 19.5 8.625C19.5493 8.625 19.5981 8.63471 19.6436 8.65356C19.6891 8.67242 19.7305 8.70005 19.7653 8.7349C19.8001 8.76974 19.8278 8.8111 19.8466 8.85662C19.8655 8.90215 19.8752 8.95094 19.8752 9.00021C19.8752 9.04948 19.8655 9.09827 19.8466 9.1438C19.8278 9.18932 19.8001 9.23068 19.7653 9.26552Z" fill="currentColor"/> 505</svg></div></div><div class="faq-question">Does Allocate replace existing technology systems?</div></div><div style="width:100%;height:0px" class="faq3_answer"><div class="margin-bottom margin-small"><p class="faq-answer">No. Allocate integrates with most major reporting systems. The platform coordinates private markets workflows while preserving existing platforms.</p></div></div></div><div class="faq_accordion"><div data-w-id="86edfafe-bd3e-62d7-856a-33cecb6acc9e" style="color:rgb(0,0,0)" class="faq3_question"><div class="faq3_icon-wrapper"><div class="icon-embed-small w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> 506<path d="M19.7653 9.26552L12.2653 16.7655C12.2305 16.8004 12.1891 16.828 12.1436 16.8469C12.0981 16.8658 12.0493 16.8755 12 16.8755C11.9507 16.8755 11.9019 16.8658 11.8564 16.8469C11.8109 16.828 11.7695 16.8004 11.7347 16.7655L4.23468 9.26552C4.19984 9.23068 4.1722 9.18932 4.15335 9.1438C4.13449 9.09827 4.12479 9.04948 4.12479 9.00021C4.12479 8.95094 4.13449 8.90215 4.15335 8.85662C4.1722 8.8111 4.19984 8.76974 4.23468 8.7349C4.30505 8.66453 4.40048 8.625 4.49999 8.625C4.54927 8.625 4.59806 8.63471 4.64358 8.65356C4.6891 8.67242 4.73047 8.70005 4.76531 8.7349L12 15.9696L19.2347 8.7349C19.2695 8.70005 19.3109 8.67242 19.3564 8.65356C19.4019 8.63471 19.4507 8.625 19.5 8.625C19.5493 8.625 19.5981 8.63471 19.6436 8.65356C19.6891 8.67242 19.7305 8.70005 19.7653 8.7349C19.8001 8.76974 19.8278 8.8111 19.8466 8.85662C19.8655 8.90215 19.8752 8.95094 19.8752 9.00021C19.8752 9.04948 19.8655 9.09827 19.8466 9.1438C19.8278 9.18932 19.8001 9.23068 19.7653 9.26552Z" fill="currentColor"/> 507</svg></div></div><div class="faq-question">What AI capabilities does Allocate include?</div></div><div style="width:100%;height:0px" class="faq3_answer"><div class="margin-bottom margin-small"><p class="faq-answer">Automated intelligence handles document ingestion, data extraction from fund reports, portfolio consolidation, and diligence structuring. Investment teams retain full decision authority â AI eliminates many manual operational work, not investment judgment.</p></div></div></div><div class="faq_accordion"><div data-w-id="86edfafe-bd3e-62d7-856a-33cecb6accaa" style="color:rgb(0,0,0)" class="faq3_question"><div class="faq3_icon-wrapper"><div class="icon-embed-small w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> 508<path d="M19.7653 9.26552L12.2653 16.7655C12.2305 16.8004 12.1891 16.828 12.1436 16.8469C12.0981 16.8658 12.0493 16.8755 12 16.8755C11.9507 16.8755 11.9019 16.8658 11.8564 16.8469C11.8109 16.828 11.7695 16.8004 11.7347 16.7655L4.23468 9.26552C4.19984 9.23068 4.1722 9.18932 4.15335 9.1438C4.13449 9.09827 4.12479 9.04948 4.12479 9.00021C4.12479 8.95094 4.13449 8.90215 4.15335 8.85662C4.1722 8.8111 4.19984 8.76974 4.23468 8.7349C4.30505 8.66453 4.40048 8.625 4.49999 8.625C4.54927 8.625 4.59806 8.63471 4.64358 8.65356C4.6891 8.67242 4.73047 8.70005 4.76531 8.7349L12 15.9696L19.2347 8.7349C19.2695 8.70005 19.3109 8.67242 19.3564 8.65356C19.4019 8.63471 19.4507 8.625 19.5 8.625C19.5493 8.625 19.5981 8.63471 19.6436 8.65356C19.6891 8.67242 19.7305 8.70005 19.7653 8.7349C19.8001 8.76974 19.8278 8.8111 19.8466 8.85662C19.8655 8.90215 19.8752 8.95094 19.8752 9.00021C19.8752 9.04948 19.8655 9.09827 19.8466 9.1438C19.8278 9.18932 19.8001 9.23068 19.7653 9.26552Z" fill="currentColor"/> 509</svg></div></div><div class="faq-question">Are firms required to use Allocate's curated opportunities?</div></div><div style="width:100%;height:0px" class="faq3_answer"><div class="margin-bottom margin-small"><p class="faq-answer">No. Firms may access curated opportunities through Allocate's 1,500+ fund manager relationships (as of 2/1/2026), integrate existing fund relationships, or launch custom Fund Solutions vehicles. The infrastru
509cture operates consistently across all three approaches.<br/></p></div></div></div><div class="faq_accordion"><div data-w-id="86edfafe-bd3e-62d7-856a-33cecb6accb6" style="color:rgb(0,0,0)" class="faq3_question"><div class="faq3_icon-wrapper"><div class="icon-embed-small w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> 510<path d="M19.7653 9.26552L12.2653 16.7655C12.2305 16.8004 12.1891 16.828 12.1436 16.8469C12.0981 16.8658 12.0493 16.8755 12 16.8755C11.9507 16.8755 11.9019 16.8658 11.8564 16.8469C11.8109 16.828 11.7695 16.8004 11.7347 16.7655L4.23468 9.26552C4.19984 9.23068 4.1722 9.18932 4.15335 9.1438C4.13449 9.09827 4.12479 9.04948 4.12479 9.00021C4.12479 8.95094 4.13449 8.90215 4.15335 8.85662C4.1722 8.8111 4.19984 8.76974 4.23468 8.7349C4.30505 8.66453 4.40048 8.625 4.49999 8.625C4.54927 8.625 4.59806 8.63471 4.64358 8.65356C4.6891 8.67242 4.73047 8.70005 4.76531 8.7349L12 15.9696L19.2347 8.7349C19.2695 8.70005 19.3109 8.67242 19.3564 8.65356C19.4019 8.63471 19.4507 8.625 19.5 8.625C19.5493 8.625 19.5981 8.63471 19.6436 8.65356C19.6891 8.67242 19.7305 8.70005 19.7653 8.7349C19.8001 8.76974 19.8278 8.8111 19.8466 8.85662C19.8655 8.90215 19.8752 8.95094 19.8752 9.00021C19.8752 9.04948 19.8655 9.09827 19.8466 9.1438C19.8278 9.18932 19.8001 9.23068 19.7653 9.26552Z" fill="currentColor"/> 511</svg></div></div><div class="faq-question">What security and compliance standards does Allocate meet?</div></div><div style="width:100%;height:0px" class="faq3_answer"><div class="margin-bottom margin-small"><p class="faq-answer">SOC 2 Type II certified with role-based permissions, comprehensive audit trails, and enterprise-grade controls designed for regulated RIA environments. The platform includes built-in compliance documentation for all transactions and holdings.</p></div></div></div><div class="faq_accordion"><div data-w-id="86edfafe-bd3e-62d7-856a-33cecb6accc2" style="color:rgb(0,0,0)" class="faq3_question"><div class="faq3_icon-wrapper"><div class="icon-embed-small w-embed"><svg width="24" height="24" viewBox="0 0 24 24" fill="none" xmlns="http://www.w3.org/2000/svg"> 512<path d="M19.7653 9.26552L12.2653 16.7655C12.2305 16.8004 12.1891 16.828 12.1436 16.8469C12.0981 16.8658 12.0493 16.8755 12 16.8755C11.9507 16.8755 11.9019 16.8658 11.8564 16.8469C11.8109 16.828 11.7695 16.8004 11.7347 16.7655L4.23468 9.26552C4.19984 9.23068 4.1722 9.18932 4.15335 9.1438C4.13449 9.09827 4.12479 9.04948 4.12479 9.00021C4.12479 8.95094 4.13449 8.90215 4.15335 8.85662C4.1722 8.8111 4.19984 8.76974 4.23468 8.7349C4.30505 8.66453 4.40048 8.625 4.49999 8.625C4.54927 8.625 4.59806 8.63471 4.64358 8.65356C4.6891 8.67242 4.73047 8.70005 4.76531 8.7349L12 15.9696L19.2347 8.7349C19.2695 8.70005 19.3109 8.67242 19.3564 8.65356C19.4019 8.63471 19.4507 8.625 19.5 8.625C19.5493 8.625 19.5981 8.63471 19.6436 8.65356C19.6891 8.67242 19.7305 8.70005 19.7653 8.7349C19.8001 8.76974 19.8278 8.8111 19.8466 8.85662C19.8655 8.90215 19.8752 8.95094 19.8752 9.00021C19.8752 9.04948 19.8655 9.09827 19.8466 9.1438C19.8278 9.18932 19.8001 9.23068 19.7653 9.26552Z" fill="currentColor"/> 513</svg></div></div><div class="faq-question">What size firms does Allocate serve?</div></div><div style="width:100%;height:0px" class="faq3_answer"><div class="margin-bottom margin-small"><p class="faq-answer">Allocate serves wealth advisory firms from $500M to $50B+ in AUM. The platform scales with program growth â firms typically start with one product (Fund Solutions, Insights, or curated opportunties) and expand as their private markets programs mature.</p></div></div></div></div></div></div></div></div></div></section><section class="section_cta"><div class="padding-global"><div class="container-large"><div class="padding-section-medium"><div class="cta-wrapper"><div class="cta_component"><div class="cta_content-left"><div class="max-width-large align-center"><h2 class="text-weight-normal text-size-huge text-align-center">Ready to build & scale institutional-quality private markets programs?</h2></div></div><div class="cta_content-right"><div class="margin-top margin-large"><div class="button-group"><a href="/get-in-touch" target="_blank" class="button is-icon w-inline-block"><div class="text-style-circularxx-book text-size-xlarge">Get Started</div></a></div></div></div></div></div></div></div></div></section><footer data-navbar-theme="dark" class="footer_component"><div class="padding-global"><div class="container-large"><div class="padding-vertical padding-xlarge"><div class="padding-bottom padding-xxlarge"><div class="w-layout-grid footer6_top-wrapper"><div id="w-node-_3a1106e5-1526-1c86-f8f6-1d7156bee177-56bee171" class="footer6_link-column"><div class="footer6_link-list">
513<a href="#back-to-top" class="button is-link is-icon is-alternate text-align-left less-padding w-inline-block"><div class="text-size-large">Back to Top</div><div class="icon-embed-small w-embed"><svg width="32" height="32" viewBox="0 0 32 32" fill="none" xmlns="http://www.w3.org/2000/svg"> 514<path d="M26.3538 20.3537C26.3073 20.4001 26.2522 20.437 26.1915 20.4622C26.1308 20.4873 26.0657 20.5003 26 20.5003C25.9343 20.5003 25.8692 20.4873 25.8085 20.4622C25.7478 20.437 25.6927 20.4001 25.6463 20.3537L16 10.7074L6.35375 20.3537C6.25993 20.4475 6.13269 20.5002 6 20.5002C5.86732 20.5002 5.74007 20.4475 5.64625 20.3537C5.55243 20.2598 5.49973 20.1326 5.49973 19.9999C5.49973 19.8672 5.55243 19.74 5.64625 19.6462L15.6463 9.64615C15.6927 9.59967 15.7478 9.56279 15.8085 9.53762C15.8692 9.51246 15.9343 9.49951 16 9.49951C16.0657 9.49951 16.1308 9.51246 16.1915 9.53762C16.2522 9.56279 16.3073 9.59967 16.3538 9.64615L26.3538 19.6462C26.4002 19.6926 26.4371 19.7477 26.4623 19.8084C26.4874 19.8691 26.5004 19.9342 26.5004 19.9999C26.5004 20.0656 26.4874 20.1307 26.4623 20.1914C26.4371 20.2521 26.4002 20.3072 26.3538 20.3537Z" fill="currentColor"/> 515</svg></div></a></div><div class="spacer-medium show-mobile-landscape"></div></div><div class="footer6_link-column"><div class="footer6_link-list padding-left padding-custom"><div class="margin-bottom margin-tiny"><a href="https://maps.app.goo.gl/RXsyzd5PXJ6XQ6mz9" target="_blank" class="footer-link w-inline-block"><p class="text-color-white footer-text">Palo Alto <br/>502 Waverley St, Ste. 2 <br/>Palo Alto, CA 94301</p></a></div><div class="margin-bottom margin-0"><a href="https://maps.app.goo.gl/ifg6Q6FHx5onAb9R9" target="_blank" class="footer-link w-inline-block"><p class="text-color-white footer-text">New York City<br/>776 6th Ave, 2nd Floor<br/>New York, NY 10001</p></a></div></div></div><div class="footer6_link-column"><div class="footer6_link-list"><a href="/wealth-advisors" aria-current="page" class="footer6_link w--current">Wealth Advisors</a><a href="/asset-managers" class="footer6_link">Asset Managers</a><a href="https://app.allocate.co/login" class="footer6_link">Platform</a><a href="/allocate-institute" class="footer6_link">Resources</a><a href="/about" class="footer6_link">About Us</a><a href="/careers" class="footer6_link">Careers</a><a href="/allocate-in-the-news" class="footer6_link">Newsroom</a></div></div><div id="w-node-_3a1106e5-1526-1c86-f8f6-1d7156bee19d-56bee171" class="footer6_link-column"><div class="footer6_link-list"><a href="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/6982e8e510e146c0f673e9f0_Allocate%20Form%20CRS%202023.pdf" target="_blank" class="footer6_link">Form CRS</a><a href="/compliance-and-security" target="_blank" class="footer6_link">Compliance & Security</a><a href="/legal" target="_blank" class="footer6_link">Legal Disclaimers</a><a href="/privacy-policy" target="_blank" class="footer6_link">Privacy Policy</a><a href="/feedback" target="_blank" class="footer6_link">Feedback</a></div></div><div id="w-node-_10da8c86-9722-dab0-3478-008403af688c-56bee171" class="button-group is-right is-custom_footer"><a href="/get-in-touch" class="button w-button">Get Started</a><a href="https://institute.allocate.co/newsletter-signup" target="_blank" class="button is-alternate join-mailing-hover w-button">Join Our Mailing List</a></div></div></div><div class="padding-top padding-medium"><div class="footer6_bottom-wrapper"><a href="/" class="footer6_logo-link w-nav-brand"><img loading="lazy" src="https://cdn.prod.website-files.com/6965c31508fe8c27c86c2d75/69701e473ec7bffa986200ec_allocate-logo.svg" alt="" class="footer_logo"/></a><div class="horizontal-wrapper align-bottom"><a aria-label="Connect with us on LinkedIn!" href="https://www.linkedin.com/company/allocateco/" target="_blank" class="footer-link text-color-white w-inline-block"><div class="w-embed"><svg width="27" height="27" viewBox="0 0 27 27" fill="none" xmlns="http://www.w3.org/2000/svg"> 516<path d="M24.6399 0H1.57276C1.15564 0 0.755601 0.165701 0.460651 0.460651C0.165701 0.755601 0 1.15564 0 1.57276V24.6399C0 25.057 0.165701 25.4571 0.460651 25.752C0.755601 26.047 1.15564 26.2127 1.57276 26.2127H24.6399C25.
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751<script> 752window.Webflow = window.Webflow || []; 753 754window.Webflow.push(function () { 755 const mq = window.matchMedia("(max-width: 991px)"); 756 const instances = new Map(); 757 758 function initOne(block) { 759 const swiperEl = block.querySelector(".swiper"); 760 if (!swiperEl) return null; 761 762 const paginationEl = block.querySelector(".swiper-pagination"); 763 const nextEl = block.querySelector(".pagination-button.is-next"); 764 const prevEl = block.querySelector(".pagination-button.is-prev"); 765 766 return new Swiper(swiperEl, { 767 loop: true, 768 grabCursor: true, 769 770 autoplay: { 771 delay: 2500, 772 disableOnInteraction: false, 773 pauseOnMouseEnter: true, 774 }, 775 776 slidesPerView: 1, 777 spaceBetween: 5, 778 slidesOffsetBefore: 5, 779 slidesOffsetAfter: 5, 780 781 pagination: paginationEl ? { el: paginationEl, clickable: true } : undefined, 782 navigation: (nextEl && prevEl) ? { nextEl, prevEl } : undefined, 783 }); 784 } 785 786 function destroyAll() { 787 instances.forEach((inst, block) => { 788 inst.destroy(true, true); 789 block.querySelectorAll(".swiper-wrapper, .swiper-slide") 790 .forEach(el => el.removeAttribute("style")); 791 }); 792 instances.clear(); 793 } 794 795 function sync() { 796 const blocks = document.querySelectorAll(".mobile-swiper-wrapper"); 797 798 if (mq.matches) { 799 blocks.forEach(block => { 800 if (!instances.has(block)) { 801 const inst = initOne(block); 802 if (inst) instances.set(block, inst); 803 } 804 }); 805 } else { 806 destroyAll(); 807 } 808 } 809 810 sync(); 811 mq.addEventListener ? mq.addEventListener("change", sync) : mq.addListener(sync); 812 window.addEventListener("resize", sync); 813}); 814</script>
814 815<!-- end swiperjs --></body></html>
Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.