Our proprietary technologies, specifically designed for alternatives/institutional investments over the last 18 years, is re-tooled as a web-based platform. For the first time, our proprietary analytics, portfolio optimizer, research and due diligence, and reporting capabilities become available to our clients, providing enhanced transparency so advisors can serve their clients professionally and our distinct clients/investors also have a better, valued experience with us. Our technology and clients-data info becomes cloud-based, providing our clients with enhanced security, scalability, and resilience..
