Aggregate and Consolidate Investments.
Collect Tax Documents.
Access and Store Statements.
Bill on Alts.
Integrate With Existing Systems, & More.
of advisors plan to increase alts allocation over the next two years.
of UHNW portfolios are in alts.
of institutional investors plan to increase alts allocations by 2025.
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And hello to clear insights into your clients’ alts.
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“We can finally report on our private market investments.”
“We no longer have to maintain portal logins spreadsheets.”
This year, give your clients a family office experience, powered by technology.
We’re writing the story on how Advisors Gain an edge in the market.
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Mar, 23 2023
Mar, 07 2023