PHILADELPHIA, May perhaps 25, 2022 /PRNewswire/ — Alternative Financial investment Exchange (AIX), the platform producing it uncomplicated to buy, own, and provide alternative investments, is integrating with The Sycamore Business (“Sycamore”) to set efficient substitute investing at advisors’ fingertips. Sycamore is a company of cloud-primarily based monetary know-how methods that enable entrance to back-business office broker-vendor and RIA operations.
This partnership right away supplies prosperity advisors making use of Sycamore with an alts experience that is entirely integrated with their shopper account facts and reporting. A solitary-signal-on amongst the two systems will allow advisors to get the job done seamlessly and proficiently from a solitary point of access. When absolutely integrated, facts will circulation bi-directionally from Sycamore to AIX, ensuring documents are generally in sync and eradicating the delays and overhead that would usually occur from guide reconciliation.
AIX is special between choice financial commitment platforms simply because it creates direct information connections with the techniques becoming used by every single stakeholder involved with the transaction – broker-sellers, advisors, custodians, fund managers, transfer brokers, and directors. By seamlessly relocating facts into the programs of each occasion associated, AIX automates the system of translating and transmitting information and facts in the fashion that satisfies the needs and demands of just about every partner.
“AIX is the most effective way to competently obtain, personal, and provide choice investments,” discussed Brad West, AIX COO. “We make it rapid and effortless for advisors to allocate alternative investments into their customer portfolios. Our partnership with Sycamore further delivers on that mission. When reps using Sycamore want to leverage different investments, they only simply click a button to enter the AIX ecosystem.”
Sycamore provides all the knowledge and features impartial broker/dealers, advisory companies, and hybrid corporations need to recruit, regulate, and shell out advisors, satisfy compliance and audit requirements, and hold advisors connected—all within just the Salesforce ecosystem. The stop-to-finish, cloud-primarily based, native-Salesforce solution collects information from the appropriate resources and normalizes it in a one database, creating it obtainable to numerous programs while ensuring the maximum stage of protection.
The partnership was sparked by joint AIX-Sycamore client, Infinity, a modernized prosperity administration organization made to supply affiliated economical advisors flexibility and regulatory help of their practice management. The organization picked Sycamore and AIX as finest-in-class technological know-how remedies that empower monetary advisors to better provide their purchasers.
“Adding immediate accessibility to the most potent option financial investment system on the industry supports our assure to hold advisors and their groups related and effective,” stated Mike Overdorf, President of Sycamore. “Infinity leverages our technology for a quantity of areas together with compensation, processing, compliance, supervision, and new account opening. As a native Salesforce platform, when a shopper file is established, similar facts is available all through. This now consists of alts.”
About Sycamore Organization
Sycamore Organization is a cloud-primarily based, knowledge-driven economical providers computer software company that assists impartial broker-dealers and RIAs enhance the performance of their functions workflows, reduce compliance and regulatory possibility, enhance consumer onboarding encounters, and streamline actionable insights. Crafted on the Salesforce platform and employed by operations, compliance and supervising officers, executives, department supervisors and advisors, Sycamore combines normalized information with on-need, configurable workflows to revolutionize procedures these as advisor payment, recruiting and supervision, compliance, surveillance and CRM, as nicely as facts analytics and company intelligence. For much more details, pay a visit to https://sycamorecompany.com.
Alternate Financial commitment Exchange (AIX) is an end-to-end digital platform goal-crafted to strengthen the procedures linked to acquiring, owning, and promoting choice investments. AIX’s technologies cuts down friction, mitigates hazard, and makes price across all alternate investing stakeholder groups – prosperity managers, asset supervisors, custodians, transfer agents, and fund directors. By evolving outside of paperwork to make data the connective tissue among alternate financial commitment gamers, AIX helps make it much easier to perform company and speed up sector advancement. For far more facts, remember to take a look at aixplatform.com or LinkedIn: linkedin.com/company/aix-alternative-financial investment-exchange.
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