Winning new business
The Challenge
To prepare for prospect reviews, Alteris Capital Partners had to pull data from multiple systems into one cohesive presentation. They used custodian reports (Fidelity), Excel spreadsheets, third-party analytics tools, and planning software like RightCapital, then merged everything together to create consistency.
The more data they wanted to show, the more sources they had to pull from. As a result, presentations became messier and more time-consuming to build.
Because everything was pieced together, showing visuals in real time during meetings was difficult. There was also no quick way to upload and analyze outside holdings, especially statement-based portfolios, which created delays and reduced meeting impact.
Our process was fragmented, manual, and not optimized for delivering clear, compelling insights in a single presentation.
The Solution
Alteris Capital Partners needed a faster, more intuitive way to analyze and visualize client portfolios. Instead of pulling analytics from multiple third-party sources, they switched to Koyfin as a single platform to deliver the analytics their clients needed.
Clean, institutional-quality visuals
Koyfin helps them present performance, exposure, and risk data in a format that is clear and ready to use in prospect meetings.
Side-by-side portfolio comparisons
Advisors can compare a prospect’s current portfolio with a recommended one to clearly show differences in allocation, risk, and overall strategy.
Real-time model presentation
Advisors can pull up models during meetings and walk through them from different analytical angles, leading to deeper conversations around how they manage risk.
Direct data integration
Client holdings can be uploaded from PDF statements or pulled in through custodian integrations, making outside portfolios ready for analysis in minutes.
Koyfin allows us to turn complex portfolio data into clear, visual insights that prospects immediately understand and act on.
The Results
Koyfin became Alteris Capital Partners’ go-to platform for prospect presentations, helping them close new business faster by making portfolios easier to visualize and explain.
A prospect had a multi-million-dollar portfolio spread across several accounts with no clear strategy. Using Koyfin, we uploaded their holdings within minutes and showed overlapping exposures, concentration risks, and inefficiencies. We were also able to show their current tax exposure, with buy and sell activity pulled directly from the statement. In the same meeting, we presented a cleaner, more intentional portfolio design. The clarity of the comparison made the decision easy, and they moved forward with us after that meeting.
Prospect meeting prep that used to take hours now takes minutes. Having all the data they want to show in one place allows advisors to build clear, polished presentations fast.
The presentations combine robust analytics with clean visuals, making it easier for prospects to see what’s happening in their portfolio and understand the proposed changes. As a result, the sales cycle has shortened, with conversion often happening after the first meeting.
Koyfin has materially improved our ability to communicate value, shorten the sales cycle, and win higher-quality clients.
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