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Products and Applications
Alpha Fund Managers
Alpha Fund Managers is a boutique fund manager, established in 2007, built to meet the conflicting requirements of active portfolio management and efficient business models.
Alpha Fund Managers

Why Alpha Fund Managers?

Alpha Fund Managers believe in the role of manager and style diversification which, when properly done, will provide consistently superior returns to investors over full investment cycles, without the need for additional risk.

Through the use of active management strategies, Alpha Fund Managers seek to construct nimble portfolios that can moderate the volatility of the market, helping investors stay the course and benefit from the long-term gains of the market.

PlatformPlus CRM system
Platformplus is our bespoke client relationship management solution designed by advisers and built by our in-house development team.

The benefits

Platformplus exceeds standard CRM software with account management, portfolio summaries, a unique Product Disclosure Statement library, straight-through-processing for client investments, digital signature technology and a comprehensive client portal where clients can complete FDS and opt-in online — all cutting down on time and paperwork for busy financial advisers.

The software provides real-time monitoring of the financial advice process, a significant benefit in terms of active risk management.

Our I.T. team are constantly updating the system, ensuring you are on the cutting edge of market trends and tech innovations.

Features include

Workflow technology to allocate and control tasks
Notifications of upcoming tasks
Comprehensive dashboard delivering a range of time management and profitability information
Oversight and management of your service delivery across your business
Agreed service delivery levels
Integrated tracking tools to keep up with compliance legislation
Online fact find function to research a client’s status
Generation of advice documents based on client information