Security

Designed with Best of Breed Security Practices

Built from the ground up for security and privacy

AltExchange doesn’t share your personal investment data with anyone without your permission.

Your investment information is 100% your information. We started AltExchange for this very reason, to empower investors with information.

Sharing Your Data

With your permission, you may add financial advisors or other types of advisors to view your investment data. This may allow your advisors to see information such as:
– Investment documents such as K1s or
statements
– Individual transactions
– Investment holdings
– Investment entities and allocations

Developed with secuirty in mind

Our data practices are continually improving to ensure that we’re providing a safe environment for tracking and managing your alternative investments. Here are some of the practices that we use:

DATA ENCRYPTION

Access up-to-date asset values, returns, capital to be called and other key metrics for your entire alternative investment portfolio in one place.

CLOUD INFRASTRUCTURE

Assess the impact of fees on performance with net and gross returns for each asset and compare those fees to benchmarks.

DATA IN TRANSIT

Organize and collect documents and notices for all of your alternative assets in a single place and streamline capital calls.

STRONG, DEDICATED CREDENTIALS

Compare performance and fees for real estate, private equity funds and other alternative assets outside of your brokerage account against benchmarks.

BACKUPS & EVENT LOGGING

Contact a team of experts—your investment back-office team—at any time with a dedicated email address.

DATA AT REST

Organize and collect documents and notices for all of your alternative assets in a single place and streamline capital calls.