Case Study: Alteris Capital Partners wins a multi-million-dollar client with Koyfin

Alteris Capital Partners closes a multi-million-dollar client in one meeting with Koyfin

Alteris Capital Partners, a financial advisory firm, faced a challenge with a fragmented and manual process for preparing prospect presentations. Their team had to pull data from multiple systems like custodian reports, Excel, and other analytics tools, which was time-consuming and resulted in messy, less impactful visuals that were difficult to present in real time.

Koyfin provided a solution as a single platform for portfolio analysis and visualization. This allowed Alteris to quickly upload client holdings and generate clear, institutional-quality visuals to show risks, exposures, and side-by-side portfolio comparisons during meetings. As a result, Koyfin helped Alteris close a multi-million-dollar client after a single meeting and drastically shortened their sales cycle, with meeting preparation time reduced from hours to minutes.

Alteris Capital Partners