JUST IN: AltExchange Wins Wealthmanagement.com’s 2023 Wealthies Awards

Features & Benefits

With AltExchange’s Digital Custodian Platform (DCP), asset managers can now offer RIAs and their clients seamless access, management, and reporting for private investments. 

Automated Performance Reporting
Real-Time & Historical Performance
Visual Insights & Reports
Automated Tax Document Collection
Instant Capital Call & Distribution Notices
Best-In-Class Security
Seamless Integrations
Full Transparency on All Investment Types

Removing the Barriers for RIAs

One Centralized Platform

Manage all alternative investments in one user-friendly portal.

Structured Data

Leverage pre-formatted data for effortless analysis and reporting.

Comprehensive Reporting

Generate insightful performance reports with ease.

Increased Transparency

Gain full visibility into all alternative investments.

TAMP Integration

Streamline regulatory reporting with direct feeds to TAMPS.

Open Architecture

Maintain your existing systems for a seamless transition.

Alternative Investments

Offer billing solutions for alternative investments.

Fully Managed Solution

Software and ongoing service included for a complete solution.

Experience Seamless Data Integration

Our innovative platform ingests, extracts, and normalizes data from any source, regardless of format.  This ensures clean, structured data for powerful reporting and insights.