Crystal Capital Partners Launches New Website and Improved User Experience for Alternative Investments
Crystal Capital Partners (Crystal) is making waves in the world of alternative investments with the launch of their new website and improved user experience. For the past thirty years, Crystal has been at the forefront of investing in some of today’s largest and most established alternative investment managers. Now, they are taking their expertise to the next level with innovative tools that simplify alternative investments for advisors and their QP clients.
One of the key innovations that Crystal is introducing is strategic and thematic portfolio construction. Advisors can now filter the platform’s third-party funds based on various inputs such as risk tolerance, strategies, specific sectors, and industries. This allows for the creation of customized and diversified, institutional-quality portfolios tailored to each client’s unique needs.
Additionally, Crystal has updated their portfolio builder to provide advisors with a more intuitive way to visualize the potential risk/return of adding or subtracting a fund to their portfolio. The new digitized portfolio fact sheets offer detailed performance information at both the portfolio and underlying investment levels. Advisors can also utilize “advanced analytics” to compare the impact of alternative investments on clients’ traditional holdings and benchmark multiple portfolios against each other.
The new accounts dashboard simplifies alternative investment management by providing advisors with a consolidated view of their clients’ exposure to private funds across multiple portfolios. Advisors can easily review individual client performance, as well as consolidated portfolio performance over time. The updated UI also allows for easy subscription, redemption, and rebalancing of portfolios.
Steven Brod, CEO of Crystal, emphasized the goal of standardizing and streamlining alternative investments to empower advisors and enhance their decision-making processes. By leveraging Crystal’s integrated solutions, advisors can build diversified portfolios that complement their clients’ traditional investments. The seamless design and user experience of the new website and tools aim to guide advisors towards building and managing successful portfolios for their clients.
For more information, media inquiries can be directed to Helena Leslie at Peregrine Communications. Crystal Capital Partners is a Registered Investment Advisor headquartered in Miami, Florida, providing financial advisors with exposure to third-party institutional private markets and hedge funds for their clients’ portfolios.
