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Aggregate and Consolidate Investments.
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Collect Tax Documents.
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Bill on Alts.
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90%
of advisors plan to increase alts allocation over the next two years.
52%
of UHNW portfolios are in alts.
81%
of institutional investors plan to increase alts allocations by 2025.
Say goodbye to messy, outdated spreadsheets,
And hello to clear insights into your clients’ alts.
“AltExchange built a Plaid-like solution.”
“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.
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