Service Provider News & Perspectives

December 18, 2023

Alternative Investment Exchange (AIX) Enters Partnership with Virtus Real Estate Capital

With AIX, investors can now monitor their positions and access distribution and capital-call notices, account statements, and K-1s, all from a single portal.

December 18, 2023

Sharp Shooters Still Need To Nurture

While sharp shooting may imply a hyper-focused approach, it does not mean that relationships are already built and that existing relationships don’t need ongoing nurturing...

December 14, 2023

Addepar Surpasses $5 Trillion in Assets on its Platform, Boosted By Exceptional Client Growth

Addepar has an ambitious growth trajectory and the company is on a path to be the technology and data platform that connects the $255+ trillion global investment ecosystem.

December 12, 2023

Unlocking The Power Of Marketing Psychology For Alternative Investment Firms

While these points only scratch the surface of marketing psychology, they present actionable insights for alternative investment firms.

December 5, 2023

Wealthtech Addepar Shares Latest Updates, Including Focus on Generative AI

As part of a note shared by Addepar, the wealthtech firm has shared key platform developments, research insights along with client, partner and company announcements.

December 5, 2023

CAIS Expands Alts Offering with Pershing with No Transaction Fees

It’s the second expansion of the offering following new features such as automated transactions and enhanced search and browse capabilities added last year. The collaboration began in 2020.

November 29, 2023

The Power Of Opinion In Alternative Investments Marketing

If you’re seeking ways to interweave your opinions into your content, fostering deeper connections with financial advisors and investors while differentiating your brand in the crowded alternative investment space, we’re here to guide you...

November 29, 2023

The Oasis Group Publishes Comprehensive Whitepaper on Alternative Investment Technology

The more widespread deployment of alts in client portfolios has produced its own proliferation of technology, which the paper’s authors review and address....

November 28, 2023

Alternative Investment Exchange (AIX) Provides Alts Platform for DAI Securities

For alternative investments, the AIX platform works as a data-driven workflow management solution with data populating forms and relevant systems automatically, creating a seamless experience for all involved – advisors, clients, sponsors, custodial parties, home offices, and compliance...