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
Combine exceptional reporting, a multi-currency general ledger, cash management and workflow standardization for one complete system.
Leverage a complete information management solution for IR, back office and deal teams.
Integrate your Investor Portal with Fund Accounting and CRM modules to get clients and family members the information they need – quicker and easier.
Collect, manage and report on underlying companies and assets with ease.
Leverage easy – to – use data visualization tools to make better, faster decisions.
What Our Clients Are Saying:
Socius Family Office
"Given our growth rate, we needed a technology that was going to provide us with the necessary scale to service our clients the best way possible. AltaReturn makes that possible for us."
Mark Baniewicz, CFP, President and CEO
"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
"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
"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
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.