PandoAlts

🌟 Engaging conversation with William A. Pusey, Jr., Steven McClurg, Juan Carlos Aguirre, Srini Pagidyala, Veena Jetti, and Ralph Lafferty, as they discussed “𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐬𝐭𝐢𝐜 𝐀𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐯𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬: 𝐍𝐢𝐜𝐡𝐞 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐟𝐨𝐫 𝐃𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐢𝐧 𝐕𝐨𝐥𝐚𝐭𝐢𝐥𝐞 𝐌𝐚𝐫𝐤𝐞𝐭𝐬” at the Alternative Investing Summit 2024. #OpalGroup #OpalGroupAIS #AlternativeInvesting #Finance

We at Celent just published our latest report: Alternative Investment Platforms for Wealth Management: A Solutionscape. https://lnkd.in/eHWBQ66z We interviewed 22 alternative/private market investment platforms and technology providers to learn how they're making alternative investing more accessible, efficient, and customizable for the wealth management channel. These firms serve wealth managers, private banks, family offices, RIAs, and HNW/accredited investors. The report provides 90+ pages of detailed company profiles, comparison tables, and analyst takes on key strengths and differentiation. Here are my 4 takes on common capabilities and trends surfaced from the interviews that summarize the current solution landscape. See the attachments and click the report link to read more. 1) End-to-End Platforms for the Entire Investment Lifecycle - Many of the companies profiled in the report offer services across pre-investment (education, investment research, sourcing, due diligence), investment (customizing strategies, investor onboarding, subscriptions), and post-investment (performance reporting, tax management, capital calls/distributions) all in one platform. 2) Automation of Workflows for Efficiency and Scale - Providers are leveraging intelligent automation and AI to automate onboarding, subscriptions, performance reporting, tax management (e.g., K-1s), capital calls, distributions, and more for advisors and operations teams. 3) Unique Investment Strategies for Diversification and Performance - Platform providers are offering unique investment strategies that differentiate their product offerings, including evergreen and semi-liquid strategies, hybrid public/private funds and model portfolios, GP stakes, secondaries, and more. 4) Total Wealth: Unifying Traditional and Alternative Investments - It's early, but the wealth management industry is starting to see greater synthesis between public and private investments through integrated reporting and performance analytics, hybrid investment strategies, and B2C holistic wealth apps. Thank you to all the firms who participated in the research! BNY, CAZ Investments, Crystal Capital Partners, LLC, Equi, GeoWealth, GLASfunds, Gridline, obsiido, Opto Investments, PandoAlts, PPB Capital Partners, Privatize, Sprout, Alta (formerly Fundnel), Alto, Arta Finance, Moonfare, Arch, Broadridge, Bite Investments, Delio, Helix by HL

Wealth Managers, it's time to revolutionize how you serve your clients! 🔍 No more manual processes. No more human errors. No more unnecessary asset-based fees. Imagine providing your clients with a holistic view of all their assets, effortlessly consolidating their external holdings into one comprehensive platform. Welcome to the future. Welcome to PandoAlts. 🚀 With PandoAlts, aggregating client portfolios is seamless, efficient, and accurate—empowering you to offer unparalleled advisory services. Are you ready to elevate your wealth management game? 👉 Discover how PandoAlts can transform your practice today! #PandoAlts #WealthManagement #FinTech #Innovation #AssetManagement

The middle-aged founder Let’s be honest, I am probably on the other side of the middle-aged hill at this point. It is interesting to have a start-up with a growing family and all your chips on the table. I sometimes think if I would have done it earlier in life it would have been easier… but would it really? Isn't it the same challenges with less personal capital, network and experience? Time with the kids? Sure, but it’s a balance either way. You have to think about it as a new part of your family. We keep it healthy and make tough choices to ensure it can thrive. Sleep wasn’t part of the deal with any of my babies. When the cumulation of your work experience shows you a BHAG problem you are uniquely qualified to fix and the network to address it, do you do it? PandoAlts is live! Come and get a demo to see us in action.