Talk to your clients about semi-liquid funds with confidence.
Clear answers on liquidity, performance, risk and concentration for every fund your clients ask about.
Clients stay with the advisor who can explain it.
Clients are asking about private markets, and most of what's out there comes from the manager. Sekond gives you your own clear view, so you can bring these funds to more clients and grow your AUM.
The questions every client asks, answered
When can I get money out?
See redemption windows, demand against the cap and time to exit. Set your own liquidity standards and spot stress early.
How do funds stack up?
See how a fund compares with other semi-liquid funds after fees. Benchmark managers across the market on consistent definitions.
What could go wrong?
See max drawdown and how long a fund stayed underwater. Compare leverage and track the PIK.
What am I invested in?
Look through to the underlying holdings behind every fund. Understand sector and geographic exposures, and see whether the manager is opening up new types of investments.
Start with the question clients ask most.
When can I get my money out? Answer it for every fund your clients hold.
Custom redemption calendar.
See when tender windows open, when requests are due and when payments land, across every fund your clients hold.
Real-time liquidity alerts.
Know the moment a fund's liquidity changes, so you can reach out before the client does.
Liquidity research that's easy to talk about.
Clear analysis you can take straight into the client conversation.
Get the free Liquidity Monitor
400+ wealth teams use Sekond.
"Sekond demystifies fund information and makes it user friendly for advisors"
- Chief Investment Officer, $4B AUM RIA
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