Alternative Investment Platforms for Wealth Management
Systems for accessing and managing private equity, hedge funds, real estate, and other alternative investments for high-net-worth clients.
Other Wealth Management
Combines Bitcoin custody solutions with traditional wealth management skills, including lending and savings products, for high-net-worth individuals.
Offers comprehensive data management tools, reporting solutions, and performance calculation capabilities to help manage alternative investment portfolios efficiently.
A user-friendly platform that enables families and advisors to manage holistic wealth, track performance across assets, collaborate on investment decisions, and visualize their total wealth in real-time.
Provides investment opportunities in real estate with low minimums, offers automated portfolio updates, and features an easy-to-use investor interface for performance tracking.
Portfolio management and accounting platform supporting alternative investments, hedge funds, private equity and real assets, with real-time portfolio analytics, customizable reporting, and multi-currency functionality.
Comprehensive technology suite for portfolio management, investor reporting, fund accounting, and data aggregation for alternative asset managers, hedge funds, and private capital markets.
Provides access, servicing and administration for alternative investments; integrates processing, recordkeeping, analytics, and reporting for wealth managers, RIAs, and broker-dealers.
Delivers private investment access, onboarding, operational support, reporting, administration, and risk controls for alternative funds, private equity, hedge funds and real assets within wealth management and brokerage environments.
Offers wealth and brokerage clients access to a broad curated menu of private equity, hedge funds, real estate, and other alternative investments with digitized workflows for subscribing, monitoring, and reporting.
Comprehensive accounting and portfolio management platform supporting private equity, hedge funds, partnerships and trusts with multi-currency, real-time reporting and investor portals.
Digital marketplace for alternative investments, including private equity, hedge funds, credit, and real estate, featuring electronic subscription, onboarding, and integrated reporting.
Provides access to a curated menu of alternative investments with lower investment minimums, simplified paperwork, and integrated reporting. Includes CAIS IQ, an AI-powered learning system to help advisors understand alternative investments.
Digital platform offering access to private equity, hedge funds, managed futures, private credit, and real assets. Features include digital subscription documents, integrated portfolio reporting, research and due diligence materials.
AI-powered platform that automates the extraction of alternative investment data from documents, organizes it, and feeds it into reporting and accounting systems. Specializes in processing capital calls, distributions, and performance statements.
Platform providing access to shares in pre-IPO companies, with transaction facilitation, price discovery tools, custody solutions, and data insights on the private market. Includes Forge Intelligence for market data and Forge Custody for security management.
A self-directed IRA platform that allows individuals to invest retirement funds in alternative assets. Features include paperless account opening, streamlined investment processes, and integrations with investment platforms for private companies, real estate, and crypto.
Digital platform offering investments in asset classes including real estate, marine finance, legal finance, commercial loans, and art finance. Features include portfolio management tools, automated income distributions, and educational resources.
Multi-asset investment platform offering access to startups, real estate, gaming, and crypto investments. Features include detailed company profiles, investment tracking, educational content, and specialized offerings for wealth managers through Republic Institutional.
Digital platform offering access to private equity funds with lower minimums (typically €50,000-€100,000). Features include digital onboarding, fund selection with institutional-quality due diligence, portfolio monitoring, and secondary market liquidity options.
Comprehensive portfolio management with data aggregation across all asset classes, custom reporting, risk analytics, and client portal capabilities. Provides real-time portfolio visibility, performance tracking, and sophisticated investment analytics.
