AltExchange is proud to partner with Clear Sky Advisers, a pioneer investing in sustainable markets and directly impacting the de-carbonization of our planet.

Investment advisors can now embrace alternative investments for their clients, effortlessly. With award-winning automation technology, AltExchange powers Clear Sky Advisers’ investment reporting data into any of the leading wealth management platforms, giving advisors a comprehensive, holistic view of their clients’ portfolios.

With AltExchange, RIA partners and their clients can now experience:

  • One portal to manage all clients’ Clear Sky investment data + other alternative assets.
  • Al-driven document aggregation, data extraction, and normalization.
  • Real-time reporting and consolidation of Clear Sky Advisers’ investment strategies.
  • Historical reporting on existing investments.
  • Intelligent alerts to manage capital calls and distributions.
  • Automated collection of investment tax documents (K-1s, 1099s).
  • Ability to bill on clients’ alternative assets.
  • Automated data import into leading wealth management platforms.
  • A fully-managed solution: Technology + Deep people expertise.

Your Digital Custodian Experience with Clear Sky Advisers Starts Now