Portfolio Management Software
For those of you at the big LP shops, what kind of software are you using to keep track of your portfolio?
Im at a small family office with a couple $B in AUM and to date we’ve done everything in excel. We mostly write LP checks but have some direct investments we’d like to manage through the same software as well. There’s gotta be a better way of tracking everything but most of the software I’ve looked at is GP focused.
DealPath and Altrio are the two front runners right now. If anyone has experience with either I’d love to hear your thoughts.
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