Advisors have spent years reconstructing client holdings from fund-level statements and guessing where a fund sits in its investment cycle. Crystal Capital Partners now provides them both with answers in a single view, featuring two proprietary in-house-built features: Schedule of Investments & Fund Lifecycle. MIAMI, Aug. 10, 2026 /PRNewswire/ -- Advisors have been flying blind on look-through, forced to reconstruct holdings from fund-level statements while clients ask questions they can't answer on the spot. At the same time, most reporting tools offer no real read on where a fund sits in its life, leaving advisors with little more than a NAV figure and a vintage year to explain what stage a fund is in and what that means for the portfolio.
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