GLASfunds
Alternatives access and operations platform for financial advisors.
glasfunds.comGLASfunds gives advisors access to private capital and hedge fund managers, with reporting, a library of due diligence research and digital workflows for subscriptions and statements. It says it connects with custodians and portfolio reporting providers.
Sources give a 2008 founding, and it is based in Cleveland. CI Financial announced a strategic minority investment in it, with an option for majority ownership.
What it does
- Manager sourcing
- Aggregated reporting
- Due diligence library
- Subscription workflows
Coverage
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