Wow clients with institutional-grade offerings
Alternativ combines a comprehensive and fully-integrated middle and back office platform with best-in-class public and private portfolio solutions. We built the easy button for wealth advisors looking to provide their clients with a first-class, integrated investment experience.
Our customizable open-architecture platform and our proven spectrum of investment strategies address all essential needs of investment advisors, helping them grow faster and serve clients with better product offerings.
Private offerings fuel asset growth
See how an advisor pitched a client on Alternativ’s private investment solutions, increasing that clients’ investment allocation by 100%.Read More >
Exclusive sponsor deals attract clients
See how an advisor used Alternativ Wealth compliance materials to satisfy an SEC and Finra investigation - with clean letters.Read More >
The ultimate ROI
See how a wealth advisor cut his client’s tax bills by 50% using private investment solutions.Read More >