Orlando, FL and Philadelphia, PA, August 19, 2020 – The Wealth Engineering Institute (WEI) and Alternative Investment Exchange (AIX) today announced that AIX has been selected as the exclusive provider of alternative investment processing for WEI’s network of more than 2,100 wealth management firms.
“We are excited to add AIX to our Consortium of Expert Sourcing Firms,” said WEI CEO and Managing Partner, Nick Gregory, ChWE, CEBA, ChFWA. “AIX’s knowledge is a necessity when it comes to comprehensive wealth management. Their national presence, expertise and unparalleled network of alternative investment sponsors, transfer agents, custodians and fund administrators make their straight-through platform a natural fit for the wealth advisory firms that the WE Family of Companies consults with.”
AIX’s CEO, Joseph P. Ujobai, added, “We are honored to join the WEI Expert Sourcing Team. We designed AIX’s technology platform to transform the alternative investment industry by enabling true straight-through processing, reducing compliance issues and other risks, and enhancing transparency. By working to seamlessly connect all parties, from wealth managers and intermediaries to asset managers and administrators, we are enabling faster growth across the whole alternative investment industry.”
With this announcement, AIX joins an arsenal of best-of-breed expert sourcing firms that provide a vast array of services to WEI’s network of wealth management firms, accounting firms, investment and insurance advisors and attorneys across the nation. The result is the fusion of advanced knowledge, experience, services and products with sound engineering principles to create a synchronized hub for family and business wealth building.
About AIX: Alternative Investment Exchange (AIX) is a leading enterprise platform that simplifies buying, owning and selling alternative investments – transforming the business model and empowering growth by connecting data. AIX’s technology helps wealth and asset managers use business intelligence to manage risk, drive efficiency and improve advisor and investor experiences. Thousands of wealth advisors rely on AIX to support their business. AIX employs over 30 people and is based in the Philadelphia Navy Yard. For more information, please visit aixplatform.com or Linkedin: https://linkedin.com/company/aix-alternative-investment-exchange.
About WEI: The Wealth Engineering Institute (WEI) is a core entity of the Wealth Engineering Family of Companies which serves over 2,100+ wealth management, accounting, investment, insurance and law firms across the nation. WEI helps these professionals harmonize the complex wealth of families and businesses through the organization’s Wealth Engineering Process and its exclusive Consortium of Expert Sourcing Firms. WEI is also the governing body and grantor of the Chartered Wealth Engineer (ChWE) professional designation. For more information about The Wealth Engineering Family of Companies, visit our core website at: theWEInstitute.com or call 407.878.3520.