AltExchange is proud to partner with ROERS Companies, a vertically integrated Multi-family Housing Developer
Investment advisors can now do more with less, without changing any existing systems. AltExchange now powers Roers Companies reporting data into any of the leading wealth management platforms, giving advisors easy access to unique real estate investment opportunities and a holistic view of their clients’ portfolios.
Wealth Advisor Benefits Include:
- One portal to manage all clients’ Roers Companies investments alongside other Alternative Assets.
- Al-driven document aggregation, data extraction, and normalization.
- Intelligent alerts and tools to manage capital calls and distributions.
- The ability to bill on clients’ alternative assets.
- Automated data import into leading wealth management platforms.
- A fully-managed technology solution + Deep people expertise.