A plan for every

growth-oriented

advisor

Alternativ is a leading financial technology and turnkey asset management platform (TAMP); combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions across public and private investments. Our customizable open-architecture platform and our proven spectrum of investment strategies address all essential needs of investment advisors by helping them grow faster and serve their clients more efficiently.

Discovery & Access

Select Discovery & Access
  • Curated private investment marketplace
  • Integrated private & public investment client proposal generation
  • Portfolio analytics for public and private investments
  • Portfolio reporting and billing software

Growth

Select Growth
  • Everything in Starter
  • Investment Due Diligence and Execution
  • Consolidated portfolio reconciliation (public & private investments)
  • Reporting & Client Billing for public and private investments
  • Curated model marketplace
  • Automated trading, rebalancing, and execution

Enterprise

Select Enterprise
  • Everything in Growth
  • Fully outsourced Front, Middle and Back office

Compare Features

Starter
Growth
Enterprise
Front Office

Proposal Generation

Prospect Portfolio Analytics

White Label Client Portal

White Label Client Communications

Compliance Oversight

Automated IPS Generation

IPS Customization & Oversight

Proposal Approval & Oversight

Cash Flow Planning

Integrated

Integrated

Goal Based Planning

Integrated

Integrated

Tax Planning

Integrated

Integrated

Estate Planning

Integrated

Integrated

Middle Office
‍

Private Investments Marketplace

Research & Analysis

Manager Screening & Selection

Portfolio Monitoring & Analytics

Portfolio Construction

Private Investments Due Diligence

Trading & Rebalancing

Trade Execution

Advisor Models

Traditional Fund Screening & Selection

Approved Securities Management

CIO Model Approval

Trade Desk Approval Workflows

Custom Diligence Workflows

Outsourced 3rd Party Diligence

Automated Annual Diligence Review

Back Office

Multi-Custodian Integration

Data Management & Reconciliation

Account Opening / Closing

Fee Billing & Invoicing

ADV Updates

Back Office Compliance Monitoring

Portfolio Accounting & Performance

White Label Client Reporting

Business KPIs & Analytics

Rep Level Fee Splits & Revenue Management

Custom Account Management Workflows

Custom KPI reporting

Custom Composite reporting

Custom Integrations

Use our technology with Confidence

Admin + Security

  • Enterprise Security Architecture
  • Firm Access & User Management
  • Single Sign On (SSO)
  • Custom role management

Support

  • Email Based Support
  • In-app Chat Support
  • Phone Support
  • Dedicated Support & Success Manager
  • Custom SLAs

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This website is for investment professionals only. It is not intended for private investors. Private investors who are interested in our investment services should contact a financial professional through Alternativ Wealth. More information can be found at atomifinancial.com. Investment advisory services offered through Atomi Financial Group, Inc. DBA Alternativ Wealth, an SEC Registered Investment Advisor. Alternativ, LLC does not provide investment advice, nor is it a Registered Investment Advisor.