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OFFERING SHOWCASE

Access alternative investments to include in client portfolios

Our searchable offering showcase is populated with pre-vetted offerings spanning a variety of offering types, locations and industries. Review marketing and other offering documents and analyze key metrics to find promising opportunities that fit your clients' needs.

Our wholesale and distribution services experience includes:

•  Private Funds •  Private Credit Funds
•  DSTs/1031 Exchanges •  Private Secondaries
•  Litigation Finance •  Energy
•  Life Settlements •  Operating Companies
•  Real Estate     (including Reg D  and Reg A offerings)

Download our e-book to learn more about the benefits of incorporating alternatives into client porfolios.

SUBSCRIPTION AUTOMATION

Pre-fill subscription documents with client information for efficient investments

» Eliminate the need for mailing and faxing sensitive client documents with our online platform.

» Save time with auto-filled client account information and online signatures for signatory document execution.

» DocuSign will be branded with your logo and colors.

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GET PRICING

Answer 3 simple questions to help determine which solution could provide the most value for you.  A member of our sales team will be in touch to answer any questions you may have.

GET STARTED

QUESTIONS?

Contact us and a member of our sales team will be in touch to answer your questions and walk you through our solutions.

CONTACT ME