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Hedge Fund Software

Allocator

Platform that collects and standardises data from third-party fund managers for investors

By HedgePo

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  • Performance Metrics
  • Data Import/Export
  • Contact Management
  • Performance Analysis
  • +12 more
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TrustList summary

Allocator is a technology platform for investors in third-party funds. It automates the gathering, extraction, digitisation and standardisation of data that fund managers normally send as PDFs and portal downloads.

The company says more than 4,000 funds report to their investors through the platform, including over 90 of the hedge funds on the Barron's 100 list.

Main features

  • Data collection: pulls reports from fund managers automatically.
  • Data standardisation: turns documents into clean, usable records.
  • Analysis and screening: tools to compare and filter funds.
  • Portfolio management: track holdings across managers.
  • Reporting: produce investor reports from the standardised data.

Clients

Investors and allocators who hold interests in hedge funds and other third-party funds.

Summary written by TrustList from the business's own published information, Oct 2026.

Categories & features

  • Performance Metrics
  • Data Import/Export
  • Contact Management
  • Performance Analysis
  • For Hedge Funds
  • Liquidity Analysis
  • For Investment Advisors
  • Portfolio Rebalancing
  • For Investors & Traders
  • Fund Management
  • Investor Reporting
  • Portfolio Analysis
  • Web-Based, Cloud, SaaS
  • In Person
  • Live Online
  • Business Hours

Rankings

Allocator is ranked on 2 TrustList rankings: #2 on 1 and #3 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Allocator has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Hedge fund software · 2 rankings

  • #2of 6
    Web based cloud saas

    It is the only one of the 6 here listing data Import/Export and for investment advisors.

    Of the 6 here, 5 also cover compliance management and 4 also cover investor reporting.

    Behind CATALIZR, ahead of Resolution Pro.

  • #3of 6
    Investor reporting

    It is the only one of the 6 here listing for hedge funds and for investors & traders.

    Of the 6 here, 4 also cover investor accounting and 3 also cover fund management.

    Behind AlphaDesk, ahead of STaARS.

As of 2026-11-06. Organic ranks only; sponsored placements are never ranks. How TrustList ranks

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