Transforming Alternative Investing
AIX is a digital platform built to improve the process for investing in alternatives and enable growth for the broader industry.
Learn MoreFour challenges impact growth of alternatives in the retail market
Transparency
Lack of industry standards and paper-intensive processes make it difficult to track transactions and performance of alternatives.
Risk
Enhanced regulation, including state suitability requirements and broker-dealer policies, mean increased liability.
Access
Administrative complexities and operational challenges result in decreased access and availability of alternatives.
Cost
Manual processes and duplicative data entry result in errors and higher 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 it works
AIX understands how to streamline the trade and settlement process.
Current paper-based purchase
- Trade is started
- Advisor & investor 3 weeks
- Broker dealer 2 weeks
- Custodian 1 week
- Transfer agent 2 weeks
- Trade complete
Current process
- 0 days
- 0% NIGO
AIX purchase
- Trade is started
- Advisor & investor
- Broker dealer
- Custodian
- Transfer agent
- Trade complete
With AIX
- 0 days
- ~0% NIGO
Benefits
of AIX
Streamline operations
Reduce processing time and NIGO rates by completing paperwork electronically.
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 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 transform alternative investing for you.
Schedule a demo