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For Advisors

01

Diversification - Simplified

Easily provide access to vetted, institutional-quality alternative investments for your clients. Evaluate fund marketing materials for all of the investments available through the marketplace. Directly contact fund managers to learn more about a given strategy or investment process. You can learn more about our fund selection process here

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02

Robust Reporting

Access your clients' dashboards to view performance metrics for each of their investments. Download documents directly from the portal, initiate capital calls, and update your clients personal information when needed from one place. 

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03

Improved Client Experience

Managing private investments has never been easier. You and your clients can subscribe to email notifications when new investment opportunities become available. Historical performance and documents will be saved in the portal for the life of the fund for easy access. 

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