Alternative Investment Exchange
Alternative Investment Exchange (“AIX”) entered a partnership with Colorado Financial Service Corp., leveraging AIX’s proprietary technology to automate alternative investing processes for CFSC, its representatives and their clients.
Why It Matters to AIX:
● CFSC is an influential distributor of alternative investments, including Delaware Statutory Trust 1031 exchanges. Registered in all 50 states and headquartered in Centennial, Colo., CFSC is a full-service broker-dealer offering investment advisory, investment banking and insurance services.
● CFSC places a high priority on alts and equipping their representatives. The company also ensures that its reps are in full compliance.
Why It Matters CFSC:
● AIX possesses a lengthy record of success with DST 1031 exchanges, as well as other alternative investments.
● AIX’s Not-In-Good-Order (NIGO) error rate is very low, and near zero in many asset classes, including 1031 exchanges. NIGO errors occur when investment documents are incorrect, outdated or lack necessary information, like signatures.
From the Executives
● CFSC President Jack Thon said, “We’re excited to collaborate with AIX and believe their industry-leading technology will create an optimal investing experience for our reps and their clients.”
● AIX Chief Operating Officer Brad West said, “CFSC is an ideal partner for AIX as a proven alternatives leader with an impressive portfolio, including 1031 exchanges.”
How AIX Works
● The platform functions as a workflow management solution with data populating forms and relevant systems automatically, streamlining the investing process for advisors, clients, sponsors, custodial parties, home offices, and compliance.
● AIX supports the full-capital alternatives life cycle including data rooms and electronic delivery of offering materials; all-digital transactions, from opening an account to subscriptions, transfers, redemptions, maintenance, and servicing; and post-trade account monitoring, including transaction history, statements, K1s and 1099s, fund communications, and consolidated reporting.
About AIX
Alternative Investment Exchange (AIX) is an end-to-end digital platform improving processes to buy, own, and sell alternative investments. For more information, please visit aixplatform.com or LinkedIn.
Media Contact
Randy Williams for AIX
EPH2 Communications
randy@eph2comms.com
+1.917.213.5980
