AltExchange

We are thrilled to announce the acquisition of AltExchange by our long-term partner, iCapital! AltExchange will enhance iCapital's data management capabilities, effectively streamlining post-investment processes and improving decision-making across private markets. “AltExchange has developed one of the most advanced document retrieval solutions that’s connected to sophisticated mapping, routing technology and LLM-based document extraction.” - Lawrence Calcano, Chairman and CEO of iCapital “We built an intuitive advisor-facing platform to manage, monitor, and report on alternative investments, offering comprehensive tools for document management, advanced alerts, and streamlined tax workflows,” said Kareem H., CEO of AltExchange, who will join iCapital after the acquisition. Read the full story by InvestmentNews: https://lnkd.in/gcgmfzkh #acquisitionannouncement #fintechnews #investmentnews

We are pleased to announce we've entered an agreement to acquire AltExchange, a leading AI-driven technology firm transforming alternative investment data aggregation, management, and reporting for financial advisors and asset managers. Read more: https://lnkd.in/eVFqkX6V

How can advisors effectively leverage AI to stay competitive now and in the future? Here are our three key takeaways from the #AdviseAI conference we attended earlier this month. ?? 1. Maintain balance in embracing AI while maintaining human connection. Advisors who adopt AI must find a balance. Integrate AI in ways that enhance, rather than replace, the human elements of advising—building trust, providing emotional support, and delivering tailored insights based on deep personal understanding. 2. Use AI to reduce or eliminate the burden of repetitive tasks. By automating routine tasks like data entry and performance reporting, AI helps reduce error, save time, and allows advisors to shift their focus toward higher-value activities such as personalizing client strategies. 3. AI is crucial to prepare for the shift in asset allocation and meet growing client expectations. Educated investors are increasingly diversifying their portfolios with alts. AI-driven platforms like AltExchange are essential for delivering the level of detail, transparency, and personalization that modern investors expect from their advisors. Curious about how to use AI for your practice? Let's meet! Schedule a time in the comment section below. ?? #AI #AIinFinance #alternativeinvestments #fintech #wealthmanagement #financialadvisors

The #ADISA2024 and #AdviseAI conferences have officially wrapped! Thanks to everyone we met in Las Vegas this week for the amazing discussions about the biggest opportunities in the alts industry. We look forward to next year already! ?? Chris Larkin Clay Crouch Roberto Montesi #alternativeinvestments #financeconference #altsautomation

The AltExchange team is having a fantastic time at ADISA 2024! If you're also attending, have you stopped by Booth #7 yet? Let's meet there and talk alts! #ADISA2024 #alternativeinvestments #altsautomation #financeconference

Are you in Las Vegas for ADISA 2024 this week? Meet us at Booth #7 to talk about alts automation! We're also giving away an Apple Watch to one winner who schedules and completes a meeting at the event. Just answer a few questions and we'll be in touch to schedule a time: https://lnkd.in/gGap_kxi Let us know in the comments if you're attending?? We look forward to meeting you soon! ?? ?? #ADISA2024 #altsautomation #alternativeinvestments #financeconference

We’re excited to partner with Connetic Ventures to offer RIAs access to exclusive VC investment opportunities along with fully automated, real-time performance reporting—all seamlessly integrated into your existing wealth management systems. Key benefits include: ?? Real-time reporting and consolidation of VC investments ?? Historical reporting on existing investments ?? Automatic collection of investment tax documents (K1s, 1099s) ?? Integrations with existing wealth management systems For more details on the partnership, read the full press release: https://lnkd.in/gTqjT3vM To gain access to alts investments & free digital reporting, reach out to: ?? : [email protected] #alternativeinvestments #venturecapital #wealthmanagement #fintech

Who else is heading to ADISA's 2024 Annual Conference & Trade Show? Let us know if you're attending?? We hope to see you in Las Vegas soon! #ADISA2024 #alternativeinvestments #tradeshow #alts

Thank you, Future Proof for another fantastic festival this year! There is truly nothing better than spending a few days beachside with the best in the wealth management industry. For those of you we met there, we were thrilled to discuss the future of wealth management and alternative investment automation. For those we haven't met yet... Let's talk alts: https://lnkd.in/gQrGs_xv Until next year, Future Proof! ?? #futureproof2024 #alternativeinvestments #wealthtech #financialadvisors #assetmanagement #fintech

The AltExchange team has been having an amazing time at #FutureProof2024! Who else is there? Let's connect! #alternativeinvestments #wealthtech #AIinfinance #financialadvisors