Artivest For Wealth Managers

Optimize Alternative Investment Distribution

Raise alternative investment adoption among your top producers

Rigorous Compliance and Operational Controls

We work in lock-step with your compliance protocols and operational infrastructure to fulfill KYC, eligibility, and suitability requirements.

Rigorous Compliance and Operational Controls
Automation of Manual Processes That Alienate Advisors

Automation of Manual Processes That Alienate Advisors

Online processes for qualification of clients, release of marketing materials, completion of subdocs and ongoing reporting.

Smarter Sales Management

User engagement by individual, territory, and firm-wide views, informing sales management and product development.

Smarter Sales Management

Features

Next-Level Advisor Coverage

Next-Level Advisor Coverage

Financial advisor engagement data feeds into a geographic heat map that facilitates roadshow planning.

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

Client service professionals qualify clients and complete subscriptions in minutes without touching a printer or fax machine.

Comprehensive Reporting

Comprehensive Reporting

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

One Login

One Login

The entire process — from diligence to subscription to position management — resides in one convenient place and syncs with other firm-wide, system logins.

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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