The firm is a New
York-based financial technology company providing an alternatives investment
platform to the wealth management industry. The solution offers
improved access and independent oversight to a diversified menu of top-tier
alternative investment funds coupled with streamlined execution and integrated
reporting. Its secure web-based interface provides advisors a menu of
individual funds, strategy information, independent due diligence reports and a
schedule of manager road-shows and educational events.
A true partner to the global wealth management
industry, the firm's proprietary solution empowers registered investment
advisors, broker-dealers, private banks and other financial intermediaries to
compete for clients while delivering a robust level of service. As a dedicated
service provider, the firm avoids key conflicts of interest by neither managing a
wealth management business nor trading internal funds.