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 a thing. AltExchange will now power ROERS reporting data into any of the leading wealth management platforms, while giving advisors a more holistic view of their clients’ portfolios.
Wealth Advisor Benefits Include:
- One portal to manage all clients’ ROERS Deals + any 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 client’s alternative assets
- Automated data import into leading wealth management platforms • A fully-managed solution Technology + Deep people expertise