Solutions for:

Single and Multi-Family Offices

Complex relationships require sophisticated solutions

With over $80 Bil in family office assets on its platform, AltaReturn provides accounting, monitoring and reporting solutions to some of the most prominent families in North America.

Solutions for Single and Multi-Family Offices

Fund Accounting

Combine exceptional reporting, a multi-currency general ledger, cash management and workflow standardization for one complete system.

CRM

Leverage a complete information management solution for IR, back office and deal teams.

Investor Portal

Integrate your Investor Portal with Fund Accounting and CRM modules to get clients and family members the information they need – quicker and easier.

Portfolio Monitoring

Collect, manage and report on underlying companies and assets with ease.

Business Intelligence

Leverage easy – to – use data visualization tools to make better, faster decisions.

What Our Clients Are Saying:

SOSV

"Given AltaReturn’s long history in helping GPs with their reporting needs, it was clear they know what LPs are looking for."

Brian Murphy, Financial Controller

Atlas Holdings

"We look at our relationship with AltaReturn as a partnership. They have consistently been there for us and have certainly helped us grow into the firm we are today."

Cheri Reeve, Chief Financial Officer

Accomplice

"With AltaReturn in place, we have been able to significantly increase how efficient we are in getting our job done."

Travis MacInnes, Partner and CFO

Atlantic | Pacific Companies

"AltaReturn’s deep fund accounting experience was invaluable in getting our first fund up and running."

Matt Smith, Chief Accounting Officer

Broadscope Fund Administration

"A Critical component to the formation of Broadscope was to find the best technology available. AltaReturn has proven to be the right choice."

Kevin C. O’Neill, Founder & Managing Partner

Request a Demo

Want to learn more about how AltaReturn helps over 300+ GPs, Admins and Family Offices, get more done across their back office, client communication and portfolio monitoring needs? Just fill out the form below and we’ll be in touch shortly to discuss how we can help.

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