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[Wealth Professional Canada] Consolidating Your Clients’ ‘Fragmented’ Alternative Investments

[Originally published on Wealth Professional Canada by Noelle Boughton]

The New York City-based AltExchange is offering a free alternative (alt) investment tracking platform until the end of September for financial advisors who need to track up to $25 million of assets, so they can check how it saves them time and helps them better organize clients’ alt investments.

While AltExchange has been providing investors with a similar tracking platform, the advisors’ “AdvisorVue”, which it just launched, is being billed as a breakthrough alternative investment platform that can provide family office-like services through better portfolio management, performance reporting, and accounting.

AdvisorVue aggregates and consolidates clients’ private investment, including private equity, venture and hedge funds, real estate, and start-ups. It provides structured, standardized data to manage, track, and report private investments, and automated collection and distribution of tax documents, so advisors can easily access them.

To read the full article, please visit Wealth Professional Canada.