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
Service Provider News
December 18, 2023
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 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 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...
November 2, 2023
LODAS Markets Cuts Trading Fees for NAV REITs, Executes BREIT Trade Just 4.5% below NAV
LODAS Markets, operator of the fourth-largest alternative trading system in the U.S., announced reduced fees to trade NAV REITs* on the LODAS Marketplace...
October 25, 2023
Advisors, Asset Managers Bank on Alternative Investment Growth at CAIS Summit
There’s a growing consensus that retail investor interest in alternative investments is rising, but how that translates into real investment activity remains a question...
October 18, 2023
Advent of Change
“We’re in a very complex, ever-evolving industry,” Geiger begins. “What makes Advent stand out is the depth of our domain expertise.” With decades of industry experience, long-serving employees and the backing of SS&C, the company’s credentials certainly inspire confidence....
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