Solutions
We deliver Investment Advisory and Operational Efficiency Solutions specifically for the Alternative Investments industry, serving Alternative and Real Estate Asset Management Firms and Asset Allocators (RIAs, Bank Trust Departments, OCIOs, and more).
Investment Advisory Solutions
Solutions and expertise for managing and advising on various alternative asset classes and client segments.
- Defined Contribution: Comprehensive leadership, service and support for bringing private investments into retirement plans.
- Private Wealth: Tailored solutions to address the market segments in private wealth for products and platforms using alternative investments in the US.
- Global Wealth: Cross-border advisory on structuring and distributing alternative investments.
- Global Institutional Solutions: Product design, segment analysis and distribution strategy.
Operational Efficiency Solutions
Technology and service integrations designed to streamline the operations of firms operating in the illiquid and semi liquid segment for both allocators and asset managers.
- White Label Technology: Custom branded platforms for reporting, data aggregation, and client access to alternative investment information.
- Agentic AI: Advanced AI systems to automate labor intensive tasks such as back office, research, diligence, reporting, and predictive analytics for alternative investments.
- Vendor Integration Solutions: Seamlessly connecting a firm's technology and vendor solutions such as custodian(s), reporting, accounting, and fund administration systems specific to private funds.