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Moonfare Platform from Moonfare
Digital platform offering access to private equity funds with lower minimums (typically €50,000-€100,000). Features include digital onboarding, fund selection with institutional-quality due diligence, portfolio monitoring, and secondary market liquidity options.
Product analysis by function
Alternative Investment Platforms for Wealth Management
Systems for accessing and managing private equity, hedge funds, real estate, and other alternative investments for high-net-worth clients.
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Investment Access
(7 Yes /7 Known /10 Possible features)
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Asset Class Coverage The number of different alternative asset classes available through the platform. |
No information available | |
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Open Architecture Supports investments across multiple fund managers or products, not limited to proprietary offerings. |
Supports investments across funds managed by multiple managers, not limited to proprietary offerings. | |
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Primary & Secondary Market Access Allows access to both new fund offerings and secondary transactions for increased liquidity. |
Moonfare platform enables both primary investments and offers secondary market access for previously closed funds. | |
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Minimum Investment Size Flexibility Supports investments with reduced minimums to improve accessibility. |
Platform advertises significantly reduced minimums versus typical private equity, e.g., usually €50,000–€100,000. | |
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Co-Investment Opportunities Provides access to private deal co-investment alongside institutional investors. |
No information available | |
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Direct Investment Options Allows direct investments into assets (e.g., direct real estate or private company equity). |
No information available | |
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Subscription Window Notifications Automatically alerts users to open and closing dates for investment windows. |
The platform notifies users about subscription windows and offer closings via dashboard and email. | |
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Deal Pipeline Visibility Provides a dashboard of upcoming and open alternative investment opportunities. |
Moonfare platform provides upcoming and open opportunities in a deal pipeline dashboard. | |
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Geographic Diversity Offers alternative investment products across multiple global regions. |
Offers funds investing in North America, Europe, and Asia. | |
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ESG/Impact Investment Options Includes alternative investments that are ESG integrated or impact focused. |
Moonfare offers certain funds with an ESG/Impact focus, as highlighted in their marketing materials. |
Due Diligence and Research
(4 Yes /4 Known /10 Possible features)
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Research Reports Provides professional-grade research, ratings, and reports for each investment opportunity. |
Product provides due diligence materials and detailed research reports for each offering. | |
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Manager Track Record Analytics Displays historical performance, risk, and operational history for each fund manager. |
Displays manager performance history and analytics. | |
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Fee Transparency Clearly details all associated fees, including carried interest, management fees, and other costs. |
All fees and costs are shown clearly within the onboarding and investment documentation. | |
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Third-Party Validation Incorporates third-party due diligence reports or external expert insights. |
No information available | |
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Onboarding Vetting Automation Automates KYC/AML, background checks, and compliance for new issuers and funds. |
Digital KYC/AML onboarding is part of the Moonfare investor onboarding process. | |
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Historical Performance Data Range The number of years of historical performance data made available. |
No information available | |
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Scenario Analysis Tools Enables users to run stress tests and backward/forward-looking analytics. |
No information available | |
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Track Record Verification Confirms accuracy of fund manager claimed results against third-party sources. |
No information available | |
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Peer Comparison Tools Allows analysis across funds and asset managers for benchmarking. |
No information available | |
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Risk Assessment Scoring Provides risk scores or qualitative risk assessments for investments. |
No information available |
Transaction & Execution
(7 Yes /7 Known /10 Possible features)
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Digital Subscription Processes Supports paperless, end-to-end digital investor onboarding, document signing, and funding. |
End-to-end digital onboarding, document signing, and subscription process. | |
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Automated Capital Calls Notifies investors of capital calls and automates drawdowns/fund transfers. |
Platform prompts and manages capital calls for fund investments. | |
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Multi-currency Transaction Support Permits transactions in multiple currencies. |
No information available | |
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Automated Document Generation Generates all required legal, tax, and subscription documents automatically. |
Platform generates all tax and legal documents as part of the onboarding and investment process. | |
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Execution Speed Measures the average speed to complete an investment transaction. |
No information available | |
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Real-Time Transaction Status Updates Provides dynamic status tracking on each transaction, from initiation to settlement. |
Users can monitor transaction status in real-time through the platform dashboard. | |
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E-signature Integration Facilitates secure digital signing of all agreements. |
Supports secure digital signature for agreements during onboarding and investment. | |
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Redemption Processing Automation Streamlines withdrawals or redemptions from alternative investments. |
Withdrawal/redemption process for eligible investments is automated online. | |
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Tax Document Automation Generates and delivers Form K-1s and other tax documents automatically. |
Tax documents such as Form K-1 or equivalents generated and delivered digitally. | |
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Custody Integration Direct API connections with prime brokers/custodians for easy funding and settlement. |
No information available |
Portfolio Management & Reporting
(7 Yes /7 Known /10 Possible features)
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Multi-Asset Performance Tracking Consolidates performance tracking across all alts, public, and private assets. |
Portfolio monitoring dashboard consolidates all investments in one place. | |
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Aggregated Investment Dashboards Provides dashboards summarizing performance, exposures, and other key metrics. |
Performance, exposures, and other key metrics available in user dashboards. | |
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Custom Report Generation Allows custom or periodic performance and risk reporting. |
Users can download reports and periodic reporting is available on-demand. | |
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Tax Reporting Capabilities Supports the generation of annual tax reports across jurisdictions. |
Annual tax reports and reporting documentation are supported. | |
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Look-Through Reporting Enables transparency into underlying holdings of pooled investments. |
No information available | |
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Integrated IRR/XIRR Calculation Calculates time-weighted and money-weighted rates of return for each investment. |
No information available | |
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Customizable Reporting Frequency Lets users schedule report generation (monthly, quarterly, annual, etc.). |
Reports are available to download at month- or quarter-end depending on user preference. | |
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Multi-Portfolio Aggregation Consolidates investments held across multiple portfolios or accounts. |
Allows tracking and aggregation of investments across multiple portfolios. | |
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Data Export Capabilities Exports reports and data to excel, PDF, or other systems. |
Download data and reports in multiple formats, including PDF and Excel. | |
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Historical Data Retention Period The length of time historical data is stored and available for users. |
No information available |
Risk Management & Monitoring
(2 Yes /2 Known /10 Possible features)
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Real-time Risk Alerts Automated alerts for key risk events, performance drops, or exposure breaches. |
Risk notifications enabled to alert users to fund events or exposure changes. | |
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Exposure Analysis Tools Measures sector, geography, and factor exposures for portfolio risk management. |
No information available | |
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Risk Attribution Analysis Attributes risk at the asset, fund, or portfolio level. |
No information available | |
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Stress Testing/Scenario Analysis Models hypothetical market scenarios and their impact on portfolio value. |
No information available | |
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Liquidity Monitoring Measures current and forecasted liquidity status of all holdings. |
No information available | |
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Redemption Notice Alerts Alerts advisors/investors about redemption windows, lock-up periods, and notice periods. |
Alerts sent about redemption or lock-up periods for eligible funds. | |
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Concentration Limit Monitoring Tracks exposures to single entities, managers, or asset classes. |
No information available | |
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Custom Risk Rules Engine Allows custom rule creation for automated portfolio risk controls. |
No information available | |
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VaR and Downside Risk Metrics Calculates Value at Risk (VaR) and other downside risk metrics. |
No information available | |
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Periodic Risk Assessment Intervals How frequently risk assessments can be scheduled. |
No information available |
Client Experience
(5 Yes /5 Known /10 Possible features)
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Branded White-label Interface Offers customizable branding for advisory firms or private banks. |
No information available | |
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Mobile Application Availability Provides a native mobile app for client access. |
Native iOS and Android apps are available. | |
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Client Portal Customization Allows clients and advisors to customize dashboards and displays. |
No information available | |
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Onboarding Support Services Provides dedicated onboarding specialists and support. |
Onboarding support provided by dedicated specialists, as stated on Moonfare site. | |
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In-app Messaging and Communications Enables direct and secure communication between clients and advisors. |
No information available | |
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Notifications and Alerts Automatic push/email alerts for investment events or updates. |
Push notification and email alerts for investment events are provided. | |
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Educational Content Library Access to videos, articles, and FAQs explaining alternative investments. |
Educational resources and FAQs are available in the product portal. | |
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Multi-Lingual Support Offers interface and support in multiple languages. |
No information available | |
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Digital Wealth Planning Tools Includes calculators and simulations to guide investment decisions. |
Investment decision support and calculator tools are part of the onboarding process. | |
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Self-Directed & Advised Workflows Supports both self-serve and advisor-guided investment processes. |
No information available |
Advisor Tools
(2 Yes /2 Known /10 Possible features)
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Client Profiling & Suitability Analysis Automates checks for client suitability and allocation limits. |
Suitability checks, including regulatory categories and investment limits, are automated. | |
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Batch Processing & Group Orders Enables bulk investment processing for multiple clients at once. |
No information available | |
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CRM Integration Directly integrates with advisor CRM systems for holistic client view. |
No information available | |
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Advisor Performance Dashboards Monitors advisor-driven outcomes and compares to benchmarks. |
No information available | |
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Proposal Generation Tools Generates compliant investment proposals for clients. |
No information available | |
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Regulatory Compliance Workflows Incorporates compliance checks and approvals for all trades. |
Built-in compliance workflow guides all trading and onboarding. | |
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Cross-platform Task Management Provides tools for tracking next steps, follow-ups, and to-dos. |
No information available | |
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Note-taking and Collaboration Allows advisors to make notes and collaborate internally. |
No information available | |
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Client Document Vault Secure area for storing and sharing client-specific documents. |
No information available | |
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Analytics on Client Holdings Advisor-facing analytics on risk, return, and diversification of their client pools. |
No information available |
Integration & Connectivity
(1 Yes /1 Known /10 Possible features)
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API Access Supports secure, documented APIs for integration with other systems. |
No information available | |
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Custodian/Broker Integration Can connect to external custodians, banks, and brokerage platforms. |
Partnered with major custodians for funding and drawdown settlement. | |
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Portfolio Accounting Software Integration Exports or syncs portfolio data with accounting systems. |
No information available | |
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Single Sign-On (SSO) Supports secure authentication across multiple enterprise applications. |
No information available | |
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Data Import/Export Tools Allows batch upload/download of positions, transactions, and reference data. |
No information available | |
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Real-Time Data Feeds Receives or distributes real-time price and NAV updates. |
No information available | |
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Integration with Market Data Vendors Supports Bloomberg, Refinitiv, PitchBook, or similar feeds. |
No information available | |
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Webhook/Event Notification Support Can trigger external actions based on events in the platform. |
No information available | |
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Open Data Exchange Standards Compliance with open standards (e.g., FIX, OFX) for data interoperability. |
No information available | |
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Scale of Supported Integrations The number of external systems/platforms that can be integrated. |
. | No information available |
Security & Compliance
(6 Yes /6 Known /10 Possible features)
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Data Encryption (at rest & in transit) End-to-end encryption for all platform and client data. |
Data is secured with end-to-end encryption, per security policy. | |
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Multi-factor Authentication (MFA) Requires two or more authentication methods for access. |
Multi-factor authentication is supported for client accounts. | |
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Regulatory Compliance Support Includes tools for MiFID II, FATCA, CRS, SEC, GDPR, and other regulatory requirements. |
Moonfare's platform is designed to comply with MiFID II and GDPR. | |
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Audit Logs Produces immutable records of all user and system actions. |
Audit logs of all key user/system actions are maintained. | |
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User Role & Permission Controls Granular access and permission configurations for different user types. |
Role-based access and permissions are implemented for users and admins. | |
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Data Residency Options Supports data hosting in regulated jurisdictions as required. |
No information available | |
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Incident Response & Monitoring Continuous cybersecurity threat monitoring and incident protocols. |
Continuous security monitoring and incident response is referenced in their trust center. | |
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Regular Vulnerability Assessments Conducts periodic penetration tests and security scans. |
No information available | |
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Privacy by Design Frameworks Applies privacy as a core design principle throughout the product. |
No information available | |
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Electronic Records Retention Period The guaranteed period that client records are stored and accessible. |
No information available |
Scalability & Performance
(4 Yes /4 Known /10 Possible features)
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Concurrent User Support The number of users the platform can support simultaneously without performance impact. |
No information available | |
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Transaction Throughput The number of transactions that can be processed per second. |
No information available | |
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Uptime SLA Guaranteed minimum percentage of uptime. |
No information available | |
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Cloud-based Deployment Supports deployment in public or private cloud environments. |
Platform is cloud deployed—public and private option possible (per technical documentation). | |
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Horizontal Scalability Ability to scale resources dynamically for load increases. |
Cloud infrastructure enables horizontal scalability based on demand. | |
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Latency to User Actions Average response time for standard user actions. |
No information available | |
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Disaster Recovery RTO Recovery Time Objective after outages or disasters. |
No information available | |
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Geographically Distributed Infrastructure Ensures service continuity and redundancy across locations. |
Utilizes multiple data centers for redundancy (per infrastructure statement). | |
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Load Testing & Monitoring Regular performance testing and real-time monitoring. |
No information available | |
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Automated Scaling Policies Uses rules to automatically adjust resources based on demand. |
Cloud-provider auto-scaling policies in place for peak usage periods. |
Service & Support
(9 Yes /9 Known /10 Possible features)
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Dedicated Account Manager Assigned resource for high-net-worth client responsiveness. |
Moonfare assigns dedicated account management for large/institutional clients. | |
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24x7 Technical Support Offers round-the-clock support for issues and questions. |
24x7 support available as per client help center. | |
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SLA-Backed Response Times Commits to specific response and resolution windows. |
Response SLAs for support issues outlined in user agreement. | |
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Multi-channel Support Availability Offers support via phone, chat, email, and in-platform tickets. |
Multi-channel support available (chat, phone, email, in-app). | |
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Onboarding & Training Programs Guided setup, training, and onboarding for new users. |
Guided onboarding and training resources are provided for all new users. | |
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Regular Platform Updates Delivers ongoing features, bug fixes, and performance enhancements. |
Regular platform updates and feature enhancements are communicated to users. | |
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User Feedback Channels Collects and acts on user suggestions and complaints. |
Users can submit feature requests and feedback through the support portal. | |
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Proactive Issue Notification Notifies users and admins about outages or service degradations. |
Proactive issue/outage notifications provided via email/platform. | |
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Comprehensive Knowledge Base Detailed online documentation for self-help. |
Comprehensive online knowledge base/self-help resources available. | |
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Integration/Custom Development Services Offers custom integration or build support for client-specific needs. |
No information available |
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