artivest for advisors and investors

Expand Your Investment Options

Grow your offering while maintaining your independence

Streamlined Access

Invest in private equity and hedge funds across sectors, stages and styles. One login provides dataroom access, subscription processing, post-sale reporting and cash activity management.

Streamlined Access
Paperless and Painless

Paperless and Painless

Expedited client qualification and error-reducing technology for online subscription documents reduces key hurdles to successful integration of private funds into busy practices.

Fully Integrated

Reporting on fund performance links dynamically with custodians and data aggregation providers. Client activity communicates with CRM systems.

Fully Integrated

Features

Quality Investment Options

Quality Investment Options

Diverse offering of compelling private equity, private credit, and hedge funds sourced by our seasoned research team and asset manager partners.

Created for — and with — Advisors

Created for — and with — Advisors

Important fund information is easily accessible and navigation is intuitive, thanks to early collaboration with the advisor community.

Paperless Qualification and Subscription

Paperless Qualification and Subscription

Qualify clients and complete subscriptions in minutes without touching a printer, fax machine, or overnight delivery invoice.

Comprehensive Reporting

Comprehensive Reporting

Fund information is shared transparently, with capital call and distribution instructions organized across funds and clients.

End-to-End Management

End-to-End Management

The entire process — from diligence to subscription to position management — resides in one convenient place.

Integration with Advisor Toolkits

Integration with Advisor Toolkits

Alternatives portal talks to the rest of the advisor toolkit, from portfolio reporting tools to custodial platforms to CRM.

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