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

The Most Advanced Alternative Investment
Management Software (“AIMS”)

Starter

For firms who currently (or plan) to manage alternative investments professionally.

$375/ per month

Pay Monthly

Pay Annually

SUPPORTS 30 PRIVATE INVESTMENTS

  • $25 Setup fee per investment and $13.50 per month per additional investment.
  • Automated alternative investment management technology
  • Real-time fund admin syncing & reporting
  • Capital call and distribution notices
  • Client dashboards (InvestorVue)
  • Invite CPA
  • Full client onboarding
  • Client support

Emerging

For firms actively managing alternatives looking to scale and improve their client experience.

$1,000/ per month

Pay Monthly

Pay Annually

SUPPORTS 100 PRIVATE INVESTMENTS

  • $25 Setup fee per investment and $12.50 per month per additional investment.
  • Integration with existing portfolio management systems
  • Automated alternative investment management technology
  • Real-time fund admin syncing & reporting
  • Capital call & distribution notices
  • Client dashboards (InvestorVue)
  • Invite CPA
  • Full client onboarding
  • Client support

Enterprise

For firms seeking the most cutting-edge alternative investment solutions.

200+Investments

Fully-managed service & support

  • Pricing customized to your firm’s specific needs.

DON’T TAKE OUR WORD FOR IT

Start Managing Alternative
Investments for Free

  • Try before you buy
  • No credit card required
  • Support Included