Digitalization
One of the main priorities at AltamarCAM over the last 6 years has been Digital Transformation, which is closely linked to improving the Customer Experience and increasing productivity by improving the main business processes without losing sight of security
Managers / GPs
393
107
Historical Commitments
884
136
Investments Monitored
8,041
2,513
Main Altamar IT Platform modules
Altamar Plus
Altamar + is a fully customized digital platform which allows Altamar team members to store, administer and update relevant information in a unique repository, offering us greater flexibility and adaptation to our own business model and the needs of our investors. It has many integrated functionalities in order to efficiently manage all our commingled funds and mandates
- Administration
- Monitoring
- Transfer Agents
- AML
- Regulation
Placement Agent Platform
The placement agents platform automatizes the onboarding process for private banking investors. It also includes special interfaces to share data automatically with them in different processes:
- Capitall Call and Distribution Notices
- Valuation
- Tax & MiFID information
BI: Data mart + Power BI
Our Big Data strategy was to transform all data from our core system into an intelligible, trustworthy database that automatically distributes actionable dashboards to every member of an organization, every day
The aim is to be capable of answering any question that an interested party may have about the company’s performance in order to substantiate valuation.
- Interactive reports
- Cloud-based
- Personalized reports and graphs
LP Portal
It is a private and exclusive web portal for investors containing on-line information & documents about clients’ investments and their performance.
It includes global account positions and main metrics, cash flow details, notices, capital account statement, etc. We have developed different solutions and functionalities for each user:
- Mandates
- Investors
- Administrators and depositaries
