AltServe

Trading and servicing alternative investments is traditionally a manual process, consuming lots of time and placing firms at risk with Know Your Client (KYC) and suitability regulations.

AltServe is the industry’s first complete servicing solution for alternative investment vehicles. Our solution helps advisors open new alternative positions and support existing positions through revolutionary trade automation, business process management services, and other built-in capabilities, including:

  • Straight-through processing to product sponsors
  • A built-in, automated business rules engine
  • Transparent oversight tools for the home office to track real-time progress
  • A complete audit history of processes and documents
  • Access to subscription documents with fully integrated electronic signature
Empower advisors to sell more alternative investment products by eliminating inefficiencies, errors, and waste inherent in manual processes while improving customer service and better managing regulatory needs.  



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