Key Takeaways
- • Blue Vault, a Cumming, Georgia-based aggregator of alternative investment performance data, launched a new research portal designed to help advisors, financial services enterprises, and asset managers compare private credit, real estate, and equity investments.
- • The portal covers nontraded REITs, nontraded BDCs, interval funds, and tender offer funds, with DST offerings slated to be added in April.
- • The underlying data now resides in Snowflake, giving custodians, platforms, and asset managers access to a clean, normalized raw data set for their own analytics environments.
- • The portal is the first phase of a broader strategy, with a comparative analytics tool in development in partnership with Softlab360.
- • A live portal demonstration webinar is scheduled for April 9 at 2 pm Eastern Time.
Summary
Blue Vault, a leading aggregator of alternative investment performance data and analysis, announced the launch of its new research portal, according to a Business Wire release. The portal is designed to give investment advisors, financial services enterprises, and asset managers a streamlined way to evaluate and compare investment opportunities in private credit, real estate, and equity. Blue Vault researches publicly registered nontraded REITs, nontraded BDCs, interval funds, and tender offer funds, and will add DST offerings in April. The portal also offers current and historical data across its four primary product sets, along with market performance analysis by asset class.
Stacy Chitty, Co-Founder and CEO of Blue Vault, said the portal will help advisors capture opportunities created by what she described as a "seismic shift" in the private markets. Frederick E. Hubler, Jr., CEO and Chief Wealth Strategist of Creative Capital Wealth Management Group, said the database helps separate facts from marketing claims and tracks legacy alternative investments that no longer have wholesalers providing updates.
Beyond the advisor interface, Blue Vault's underlying data now resides in Snowflake. This allows custodians, platforms, and asset managers to access normalized raw data directly, feed it into their own analytics environments, and embed Blue Vault intelligence into home office tools, dashboards, and wholesaler workflows. The portal was developed with Softlab360, a specialty consulting and software engineering firm, and The Oasis Group provided additional consulting under CEO John O'Connell. Henry Zelikovsky, Founder and CEO of Softlab360, said the platform delivers real-time analytics in Tableau and Power BI and supports custom interface development through its Snowflake-based API.
Blue Vault is also developing a comparative analytics tool, again with Softlab360, to make cross-product comparisons that are currently largely manual faster and more scalable. The company is also hosting an April 9 webinar at 2 pm Eastern Time demonstrating the portal and its use cases for due diligence and portfolio decisions. Founded in 2009, Blue Vault provides performance-based research on publicly registered alternative vehicles, including preferred shares and a growing number of private offerings.
Stacy Chitty, Co-Founder and CEO of Blue Vault, said the portal will help advisors capture opportunities created by what she described as a "seismic shift" in the private markets. Frederick E. Hubler, Jr., CEO and Chief Wealth Strategist of Creative Capital Wealth Management Group, said the database helps separate facts from marketing claims and tracks legacy alternative investments that no longer have wholesalers providing updates.
Beyond the advisor interface, Blue Vault's underlying data now resides in Snowflake. This allows custodians, platforms, and asset managers to access normalized raw data directly, feed it into their own analytics environments, and embed Blue Vault intelligence into home office tools, dashboards, and wholesaler workflows. The portal was developed with Softlab360, a specialty consulting and software engineering firm, and The Oasis Group provided additional consulting under CEO John O'Connell. Henry Zelikovsky, Founder and CEO of Softlab360, said the platform delivers real-time analytics in Tableau and Power BI and supports custom interface development through its Snowflake-based API.
Blue Vault is also developing a comparative analytics tool, again with Softlab360, to make cross-product comparisons that are currently largely manual faster and more scalable. The company is also hosting an April 9 webinar at 2 pm Eastern Time demonstrating the portal and its use cases for due diligence and portfolio decisions. Founded in 2009, Blue Vault provides performance-based research on publicly registered alternative vehicles, including preferred shares and a growing number of private offerings.
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