Johnathan Rickman | Blue Vault
As an advisor, you need to make decisions that align with each of your client’s financial needs and goals; no singular approach works for everyone. With alternative investments attracting a younger and more technically proficient set of retail investors — and convincing stalwarts of their 60/40-optimization powers — you may be ready to use them but aren’t sure how to begin due diligence.
If you’re looking to leap into alts, you need access to independent, credible third-party data to help you verify product sponsors’ artfully worded reports and statements. That’s where Blue Vault comes in. For the last 15 years, we have served as the hub of the alts industry by gathering and reporting on metrics that help investors gauge the performance of nontraded REITs, business development companies, and emerging alts vehicles such as preferreds and interval and tender offer funds.
Our industry-leading data is designed to help wealth management professionals like you better understand the market for alts and ultimately make better informed decisions. Whether you’re building a new product, enhancing an existing solution or platform, or simply helping clients reach their financial goals, our data offers elite access to the expanding universe of alternative investments and can potentially provide a game-changing performance boost for your practice.
We’re Making Big Changes
Like many in the industry, Blue Vault is upping its wealthtech game by modernizing our technology to meet rising industry demand for more speed and scalability in data consumption. The updates we’re making will streamline our services and allow us to tailor data to the specific needs of the individual and institutional wealth advisors we work with. We will still provide spreadsheets and other “flat” files for clients that prefer them, but the changes we’re making will make the alts data that so many in the industry rely on more modern, robust, responsible, accessible, and easy to use.
Blue Vault members that interact with our data on our website will soon see big changes in the way they access data. Searches will be less siloed and more interactive across fund types, simplifying the search process and giving advisors more time back in their day. We’re especially excited for this phase of our renovations as it’s the heartbeat of our alts industry hub!
But the other phase of our tech-tonic update — providing tailored streams of alts data to power our clients’ search engines and platforms — is already complete. In fact, Helix by HL, an AI “assistant” designed to simplify private market investing for both advisors and asset managers, has agreed to license Blue Vault performance and other data to expand the tool’s digital due diligence experience.
AI services are built on data, and our alts data can drive most any AI engine. Helix CEO Rob Pettman says Blue Vault’s data stream in turn helps advisors who use Helix power their practice:
“By integrating Blue Vault’s trusted data, we’re not just introducing complementary insights — we’re equipping advisors with the tools to confidently unlock the alts market, driving outcomes that elevate client success and strengthen relationships to a new level,” Pettman said.
Let’s Talk Data
Want to learn more about how Blue Vault’s data can help transform your practice into a savvy alts shop? Then come see us at our annual Alts Summit in Frisco, Texas, where we can have an in-depth conversation about our services and how they can be tailored to fit your needs.
The conference, designed to help advisors better understand the universe of alternative investments, is jam-packed with insightful speakers and industry leaders eager to help you make the jump to alts. It’s also an ideal place to network with other advisors and meet asset managers!
Alts Summit 2025 is scheduled for March 10-12, 2025, at the Omni PGA Frisco Resort. Don’t delay, register today!
