Acronym
Proteus
Product ID
Alternative-Investment-Technology-Platform
Description

Proteus simplifies access to alternative investments for private wealth clients who are Accredited Investors and Qualified Purchasers.

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Details
  • Compare Managers and Investments as well as run Performance Reporting on your Portfolio directly from the Proteus Platform.
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Details
  • Users of the Proteus Platform have access Manager and Fund Profiles.
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Details
  • Users of the Proteus Platform can review analytics such as returns, return distribution, attribution, correlation, and risk on portfolios in the platform.
Features

Proteus simplifies access to alternative investments for private wealth clients who are Accredited Investors and Qualified Purchasers:

  • Proteus is a financial technology firm with a platform that simplifies access to private funds — i.e., alternative investments — for private wealth clients who are accredited investors as well as those who are qualified purchasers.
  • The Proteus Platform offers RIAs holistic support for clients looking to diversify their portfolios with alternative investments such as hedge funds, private equity, private credit, real assets, and real estate. 
  • Proteus makes the process of helping your clients invest in Alternative Investments approachable by providing access to the world class managers along with market research, streamlining the administrative burden, and consolidating reports and tax reporting associated with alternative investments.
     
Vendors
Management Style
Schwab Products
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