Transforming Alternative Investing

AIX is a digital platform built to improve the process for investing in alternatives and enable growth for the broader industry.

Find Out How

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Four challenges block the growth of alternatives in the retail market


Lack of industry standards and paper-based processes make it difficult to track transactions and performance.

Elevated Risk

Enhanced regulation, including state suitability requirements and broker-dealer policies, mean increased liability.

Lack of Access

Administrative complexities and operational challenges result in decreased access and availability of alternatives.

Higher Cost

Manual processes and duplicative data entry result in higher rates of human errors and additional costs.

Now is the time to change

Paper-based processes are at the core of industry challenges and must be addressed with a solution that understands operational, legal and regulatory dimensions for all industry stakeholders.

How AIX Revolutionizes the Process

AIX understands how to streamline the trade and settlement process.

Current paper-based purchase

  1. Trade is started
  2. Advisor & investor 3 weeks
  3. Broker dealer 2 weeks
  4. Custodian 1 week
  5. Transfer agent 2 weeks
  6. Trade complete

Current process

  • 0 days
  • 0% NIGO

AIX purchase

  1. Trade is started
  2. Advisor & investor
  3. Broker dealer
  4. Custodian
  5. Transfer agent
  6. Trade complete

With AIX

  • 0 days
  • ~0% NIGO

of AIX

Streamline operations

Reduce processing time and NIGO rates by evolving to data-based digital formats.

AIX creates connectivity between intermediaries to transmit data directly into third party systems.

Reduce compliance risk

Review a summary report of rule checks for every transaction to aid your compliance practices.

AIX codifies business policies and state suitability rules to streamline the investing experience.

Enhance transparency

Gain real-time visibility to track transactions and monitor investor holdings.

AIX provides continuous reporting to view status of orders and access to investor-level performance.

Increase access & distribution

Provide a better client experience.

AIX streamlines the investing experience by removing operational barriers, opening up distribution channels and access to more investors.

AIX can connect everything and transform alternative investing for you.

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