Alts Are in Your Clients’ Portfolios.
Double Your AUM Without Acquiring a Single New Client.
Revolutionize alternative investment management with AltExchange’s integrated technology platforms, backed by a team of experts. Our award-winning machine learning technology, private market specialists, and advanced reporting makes managing alternative investments effortless.
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We automatically keep up with updates to your clients’ alts investments and directly sync them to your portfolio management system.
Trusted by Leading Advisors
“AltExchange has demystified the data of alternative investments chosen by our clients. What AltExchange has brought to us is the actual data to show the legitimacy of alts, on a transparent reporting platform.”
“AltExchange personally saves me 5 hours per client, per year on tax document collection alone.” – Brian, $15B AUM RIA
“AltExchange gives us the quantifiable numbers we need to show whether investment decisions are in [our clients’] favor or not.”
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