Built around the way your distribution team already works.

A complete distribution platform for asset managers. Five capabilities your sales, marketing and RFP teams would happily hand off. It runs inside the CRMs, inboxes and meeting tools your team already uses, adapted to the team's own voice with human-in-the-loop approvals baked into the workflow.

Intelligence layer
Sharper prospecting. Cleaner CRM. Faster RFPs.
Ranks every account and contact against your target customer segment, refreshed nightly against live market and CRM signal, so your team always knows the highest-conviction conversation to have next.
Proprietary data & live signals
Allocator intelligence, refreshed continuously.
AlphaLoops' global database of institutional and wholesale allocators, joined with live news, filings, people moves and market data. The signal you need to defend a mandate, the moment it changes.
Connected by default
Where your distribution team already works.
Lives in your CRM, your inbox, your meeting tools and the data feeds your team already pays for. Adds to your system of record; never replaces it. 40+ integrations live.

Capabilities

Five workflows your distribution team would happily hand off.

Prospecting, client intelligence, CRM enrichment, outreach campaigns and RFP responses. Five capabilities, each running inside the systems your team already uses, doing hours of work in minutes and handing drafts back for human review.

Lead Explorer · Salesforce

38 ranked · today

AccountAUMFitWhy nowSource

Northgate Asset Mgmt£4.8bn94New PM · multi-asset gap

Brookforth Capital£2.1bn92Trustee turnover · 3-mo window

Sterling & Vail£11.4bn89RFP cycle opens Apr

Halford Partners£860m86Recent allocation shift

Pemberton Wealth£3.2bn83Mandate review filed

Quintrell Investments£6.7bn80CIO hire from Schroders

Marlowe & Finch£1.4bn77Sustainable mandate forming

Ravensbury Partners£920m73Quarterly review pending

Easton Wealth£540m70Existing book · cross-sell window

Vance & Lloyd£2.8bn66Mandate up for retender

Scored across CRM signal, filings, and intent · refreshed hourly

Prospecting

The next accounts to call, ranked.

Reads your CRM and public intelligence sources. Returns a ranked list of accounts and contacts, with the reason and source behind every score. Ready in your CRM whenever you need it.

Target customer segmentScore with the reasoning and sources
Why-now signalsMandate moves · hires · fund launches · RFP windows
Role & seniority classificationLLM-classified · filterable inside the platform
Sent to your CRMAs leads, with the rationale attached to the record

Client intelligence247 clients · 12 new signals

NewsBloomberg· 12m ago

Wexford Holdings · £4.2bn AUM

CIO signals multi-asset reset across UK book

Wexford’s investment committee briefed advisers on a strategic allocation review across global multi-asset, with an RFP cycle expected late Q3.

New mandate window · multi-asset fit

FilingCompanies House· today

Brookforth Capital

Q1 13F · added £180m to global infrastructure

New allocation to listed infrastructure SMAs. Overlap with two of your strategies; existing book is 60/40 equity/credit.

Cross-sell · infrastructure SMA

People

LinkedIn· 1d ago

Halford Partners

Hired Marcus Webb · Head of Multi-Asset

Webb joins from Schroders. You have three warm contacts at Schroders and a prior intro at Aviva. Fastest path to a first meeting.

Warm intro · brief drafted

MarketRefinitiv· 24m ago

Sterling & Vail

Gilts yield −24bps · 38% of book exposed

Mark-to-market move on UK gilts is material against their last-shared positioning. Their PM team will want a fresh duration view.

Portfolio review · deck pre-built

News, filings, people moves, and market signals · attributed and ranked by client impact

Client intelligence

Catch the signal that moves the relationship.

Watches your existing book for the news, filings, people moves and market signals that change the conversation. Each one surfaces with the action attached, and the warm-intro path mapped through the team.

News, filings, people, marketRanked by impact on the relationship
Warm-intro pathsMapped through your sales team's existing network
Brief drafted to the meetingWith the supporting links inline
Surfaced where the team worksInbox · Slack · Teams · CRM activity

CRM sync · Salesforce

org · acme-prod

TitleJ. Marsh · Northgate Asset Mgmt

96%

Director, InvestmentsHead of Multi-Asset

LinkedIn profile · 14 MayCompanies House · CH-04482

AUMBrookforth Capital

99%

£1.8bn£2.1bn

Q1 regulatory disclosureMorningstar Direct

Trustee addedSterling & Vail

92%

None on fileP. Aydin (Chair, ex-USS)

Companies House · 12 May

Verified via LinkedIn

MandateHalford Partners

88%

Equity Income only+ Sustainable Equity (£420m)

Preqin RFP database

Mtg notes · 8 May

PM departureVance & Lloyd

94%

R. Okafor · Senior PMDeparted → Aviva

Confirmed via LinkedInCitywire · 10 May

RejectApprove all · 12 → Salesforce

CRM enrichment

Your CRM constantly accurate, without the hassle.

No more missing fields. No duplicated accounts. Freshly updated with latest holdings, flows and contact information.

Field completion & cleaningTitle · firm · AUM · role · target customer segment tag
Sourced and verifiedPer change · with a confidence score
One-click approve to the CRMOr revert in a click; everything logged
Bi-directional syncSalesforce · HubSpot · Dynamics · FolioMetrics

Q2 Multi-Asset · draft142 accounts

1Audience142 accounts

2DraftPer-account

3Compliance review6/6 passed

4SendPer inbox

J. Marsh · Northgate

Send via Outlook

Multi-asset gap · follow-up to Feb call

Hi James,

Congrats on the move to Head of Multi-Asset. Picking up where we left off in February, we've published a Q2 framework on how three peers re-allocated through the gilts move. Happy to share with the team.

Thursday for a 20-min call?

Best, Alex

Compliance checkAll 6 rules passed · ready for review

6/6

✓Target market matchTGT-01
✓Risk warnings presentDSC-02
✓Return claims balancedDSC-05
✓Past-performance disclaimerDSC-06
✓Clear, fair, not misleadingDSC-02b
✓Fair-value disclosureVAL-01

142 drafts · 142 compliance passes · awaiting human approve

Campaigns

Outreach campaigns compliant by design.

Outline your objectives. AlphaLoops returns the target audience, drafts and runs financial communications checks across major regulatory frameworks. All ready for human review. Compliance is not an afterthought, but the first step.

Per-account draftsIn the team's own voice · trained per tenant
Financial promotions checks embeddedPre-flighted before a reviewer sees the draft
Optimised deliveryHandle large outbound campaigns and preserve your domain's health score
Sends from the team's inboxReply threads stay in their Outlook or Gmail

Mercer · Global Multi-Asset DDQ 2026

184 questions

Q.014Drafted

Describe your firm's investment philosophy and process for the Global Multi-Asset strategy.

Golden source · GMA-IC-paper v4.2Approved · 12 Apr

Q.057Drafted

Provide a breakdown of fees, including performance and operating expenses for the past five years.

Golden source · Fee schedule 2026Approved · 02 Jan

Q.112Novel

Detail the firm's approach to AI governance and model risk management.

Novel · no golden-source matchDrafted from policy · awaits CCO

Q.143In review

What is your DEI policy? Provide hiring statistics by seniority over the last three years.

Golden source · DEI report 2026 Q1Awaiting HR sign-off

163 / 184 drafted from golden source · 7 novel · 14 awaiting review

RFP & DDQ responses

First-draft RFPs, fully sourced, in minutes.

Generate RFP and DDQ forms instantly. Robust against hallucinations. Your firm's knowledge is automatically refreshed and curated, without any hassle.

Golden-source draftingRe-uses approved language · flags anything novel
Provenance per answerSource doc · version · approval state
Parallel reviewer workflowIC · Operations · Compliance on the same draft
Outputs in the form they wantWord · Excel · eVestment · consultant portals

Connected by default

Inside the systems you already use,
plus the allocators they don't cover.

AlphaLoops adds to your system of record; it never replaces it. Two-minute sync to your CRM, field-level scopes, and a global proprietary dataset of institutional and wholesale allocators no off-the-shelf provider covers.

Lives inside

The systems your team already opens.

AlphaLoops shows up in the CRM, the inbox, the calendar and the meeting bridge. No new tab. No new system of record.

Live · two-minute sync8 of 12 connected

Also, many more

Reads from

The allocator universe your stack can't reach.

A proprietary global allocator universe. The institutional and wholesale firms no off-the-shelf provider tracks, refreshed continuously and built for asset managers.

AlphaLoops proprietary datasets

AlphaLoops🇬🇧 🇨🇭 🇨🇦 🇩🇪 · +26 more
IFA & wealth network
Wealth managers, IFAs and discretionary firms with AUM and fund coverage.
8,800+ firms
AlphaLoops🇺🇸 🇬🇧 🇨🇭 🇸🇬 · +30 more
Alternative allocators
Hedge funds, private equity, venture capital and funds-of-funds with mandate context.
1,500+ funds
AlphaLoops🇨🇭 🇩🇪 🇬🇧 🇸🇬 · +32 more
Family offices
Single- and multi-family offices with allocator persona context.
1,100+ offices
AlphaLoops🇬🇧 🇨🇭 🇸🇪 🇩🇪 · +21 more
Pension funds
Plan sponsors, trustees, advisers and consultants.
700+ schemes

Also, many more

Built for regulated firms.

See it run against one of your accounts.

Thirty minutes. Bring an account or two; we'll run prospecting, drafting and the RFP workflow on real data, and walk through the audit log it leaves behind.

Built around the way your distribution team already works.

Sharper prospecting. Cleaner CRM. Faster RFPs.

Allocator intelligence, refreshed continuously.

Where your distribution team already works.