JUST IN: AltExchange Wins Wealthmanagement.com’s 2024 Wealthies Awards

The Simplest Solution for Advisors to Manage Alternative Investments.

u003ch2u003eu003cstrongu003eOne Portal.u003c/strongu003eu003c/h2u003e
u003ch2u003eu003cstrongu003eAggregateu003c/strongu003e and u003cstrongu003eConsolidateu003c/strongu003e Investments.u003c/h2u003e
u003ch2u003eu003cstrongu003eTracku003c/strongu003e Performance.u003c/h2u003e
u003ch2u003eu003cstrongu003eManageu003c/strongu003e Distributions.u003c/h2u003e
u003ch2u003eu003cstrongu003eCollectu003c/strongu003e Tax Documents.u003c/h2u003e
u003ch2u003eu003cstrongu003eAccessu003c/strongu003e and u003cstrongu003eStoreu003c/strongu003e Statements.u003c/h2u003e
u003ch2u003eu003cstrongu003eBillu003c/strongu003e on Alts.u003c/h2u003e
u003ch2u003eu003cstrongu003eIntegrateu003c/strongu003e With Existing Systems, u0026amp; More.u003c/h2u003e

90%

of advisors plan to increase alts allocation over the next two years.

52%

of UHNW portfolios are in alts.

81%

of institutional investors plan to increase alts allocations by 2025.

Say goodbye to messy, outdated spreadsheets,

And hello to clear insights into your clients’ alts.

Here’s how it works.

“AltExchange built a Plaid-like solution.”
“We can finally report on our private market investments.”
“We no longer have to maintain portal logins spreadsheets.u0022

u003ch2 class=u0022section-titleu0022u003eThis year, give your clients a u003cstrongu003efamily office experienceu003c/strongu003e, powered by technology.u003c/h2u003e
u003cdiv class=u0022wp-block-groupu0022u003e
u003cdiv class=u0022wp-block-buttonsu0022u003e
u003cdiv class=u0022wp-block-button is-style-outlineu0022u003eu003ca class=u0022wp-block-button__linku0022 href=u0022https://www.altexchange.com/advisors-how-it-works/u0022u003eView Demou003c/au003eu003c/divu003e
u003c/divu003e
u003cdiv class=u0022wp-block-buttonsu0022u003e
u003cdiv class=u0022wp-block-buttonu0022u003eu003ca class=u0022wp-block-button__linku0022 href=u0022https://www.altexchange.com/advisors-get-started/u0022u003eStart Nowu003c/au003eu003c/divu003e
u003c/divu003e
u003c/divu003e

We’re writing the story on how Advisors Gain an edge in the market.

Subscribe to Advisor’s Edge

Loading

Make managing alts simple.