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[Financial Advisor Magazine] New alt platform aims to give advisors clarity

[Originally published on Financial Advisor Magazine by Jennifer Reed]

AltExchange, a New York-based data and technology company focused on alternative investments, today launched its AdvisorVue platform, which the company says is designed to improve advisor clarity when it comes to an asset class that is growing even among mass-affluent investors.

“When we look at the interest in alternatives among individual investors, more than 80% of ultra-high-net-worth investors have alternative holdings, and we expect that,” said Zac Boca, AltExchange CEO and founder, citing a Cerulli Associates survey that also found 29% of high-net-worth client hold alternatives. “But client portfolios at smaller net worths are getting more complicated. We’re also now seeing the mass affluent increasingly interested.”

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