(NEW YORK CITY, Aug. 2, 2022) – AltExchange, a technology solution that helps financial advisors offer family office-like services, has been named a finalist by WealthManagement.com’s 2022 Industry Awards in the Technology Provider category for Portfolio Management, Accounting, and Performance Reporting.
The annual awards program, the “Wealthies,” honors individuals, organizations and companies helping financial advisors build better businesses and create better outcomes for their clients.
AltExchange is recognized for:
- Portfolio Management: Aggregation and consolidation of alternative investments, ranging from private equity, venture and hedge funds, to direct owned real estate and startups, and more.
- Accounting: Automated collection and distribution of tax documents.
- Performance Reporting: Structured, standardized data to manage, track, and report private investments.
Zak Boca, CEO of AltExchange said:
“Alternative investments have rapidly made their way into investors’ portfolios over recent years. Yet advisors’ existing solutions have been slow to catch-up.
After months of asking financial advisors what they need most, the verdict was a family office-like experience for clients.
We are thrilled to be recognized for our work in helping advisors provide a highly-automated solution to give their own business an edge by providing their clients the best experience possible.”
This year, the Wealth Management Industry Awards received a record-breaking number of nominations. Finalists were selected by a panel of independent judges made up of top names in the industry. To start providing a family office-like experience for your clients, please get in touch.
About AltExchange
AltExchange provides full-solution alternative investment management and reporting platforms built for financial advisors. AltExchange was founded in 2021 by CEO Zak Boca and COO Kareem Hamady with a mission to help advisors give their business an edge in the growing private investment market.
Your clients’ family office-like experience begins today.