Differentiation can start today.
We’re integrated and tracking investments in:
– Get started today and begin inviting your clients.
– Add investments and authenticate with their portals for them.
Highly secure data
– AltExchange utilizes the best safeguards available, including data encryption at rest and in transit.
Differentiate your business
– Private investments are increasing in size for the UWNH, though the unstructured nature of their data adds significant friction. AltExchange solves this problem for you, with ease.
A complete view of your clients alts
Meet your clients where they are- increasingly investing in alts.
Reduce friction for your clients
Our integrations automatically pull documents, extract data, provide performance at a level that hasn’t been seen by your clients.
Attract clients with greater assets
Provide family office-like resources, powered by technology and not increased staffing.
We’ll collect your clients K1s
When they come in, you’ll instantly get them, ready to be sent to accounting.