Service Provider News & Perspectives

April 8, 2020

Remote Work and Alternative Investments…

In reaction to the recent COVID-19 pandemic, much of America is changing the way they work. Many financial services professionals are turning...

April 8, 2020

‘Clean up on aisle RMD!’…

“We could certainly slow the aging process down if it had to work its way through Congress.” Will Rogers was a clever fellow and at times his comments...

March 25, 2020

iCapital Network® Completes $146 million Capital Raise to Build Global Powerhouse for Alternative Investing

iCapital Network®, the financial technology platform leading the industry in driving access and efficiency in alternative...

March 5, 2020

Alternative Investment Industry Leaders AIX and AI Insight Announce Game-Changing Partnership

Alternatives industry’s most trusted research and training provider partners with cutting edge technology platform

February 27, 2020

Alternative Investment Exchange (AIX) Launches Enterprise Technology Platform for Alternative Investments

Led by Joseph P. Ujobai, the AIX platform is poised to transform the alternative investment industry with improved transaction processes and performance reporting

February 21, 2020

AI Insight

AI Insight is the industry’s online go-to resource for alternative investment research, training and compliance support. Join the thousands of advisors...

February 18, 2020

The Entrust Group

For nearly 40 years, The Entrust Group has provided account administration services for self-directed retirement accounts and tax-advantaged plans...

February 18, 2020

Centersky

Centersky is led by Gary Davi, an innovation award winning Capital Markets/Alt Sponsor CTO and his team of Salesforce Administrators and...

February 11, 2020

Docupace

Docupace is a technology company built for the financial services and wealth management industry. For over 15 years, they’ve dedicated their resources...