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Streamlining Alt Investments When Transitioning to Independence

Article Featured on WealthManagement.com on Aug. 27, 2020 and written by Shad Besikof 

A strategic partner with experience managing the minutia of running an RIA practice can help select a breed of alternative investment platforms, integrated technology and more.  

Wirehouses are known to have significant support staff full of alternative investment account managers, sales desks, trade teams and other customer support crews. When breaking away from the wirehouse, becoming the CEO of your own advisory firm can be quite an adjustment.

If you’re like many advisors who utilize alternative investments, sourcing a strategic partner with experience managing the minutia of running an RIA practice can provide the foundation for long term success. They can help you select a breed of alternative investment platforms, integrated technology and more.  

The Importance of Integrated Technology

Almost 40% of RIAs use alternative investments. In 2017, the total worldwide capital invested in alternative assets totaled over $9 trillion. Since many of these investment options are diffused and each is unique, integrated technology solutions such as SAF Platform, iCapital, PPB Capital Partners, and CAIS are beginning to play an increasingly larger role in the RIA office space — and for good reason.

There are many technology platforms designed to help independent-minded financial advisors streamline the process. For example, SAF Platform has an agreement with Rocaton whereby SAF provides the integrated technology solution and Rocaton is the alternative investment idea creator and due diligence platform. No two alternative investment platforms are exactly alike, and it’s recommended advisors consult with an expert to seek out the best resources to meet their individual needs.

Through centralized, custom fund menus, integrated technology platforms significantly improve a firm’s technology’s ease of use. Many of these platforms differentiate taxable and tax-exempt options, provide investment workflows and manage digital subscriptions.

Read full article on WealthManagement.com. 

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