Alternative Asset Custodian

Alternative investment trading, reporting, and billing — all integrated into your existing asset management tools.

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Integrate Alternative Investments in Your Clients' Portfolios

  • Built for Financial advisors

  • Fully digital account opening, funding, investments

  • Seamless integration with the traditional broker-dealer

  • Full stack API

Benefits for RIAs

Portfolio Diversification

Enhance trust with clients by discussing alternative investments. Differentiate yourself from traditional wealth platforms by adopting the endowment investment model.

Automation

Initiate, finance, and transfer accounts without the need for paperwork in additon to enjoying the convenience of automated fee billing and seamless integrated reporting.

Cost Efficiency

Access alternative investments seamlessly with your current tools and frameworks, saving you time and benefiting from custodial fees at half the market rates.

Discover the Power of Alternative Assets

  • Diversify Your Portfolio: Alternative assets offer a unique opportunity to diversify your investment portfolio, reducing overall risk exposure and providing a hedge against inflation.

  • Higher Potential Returns: Unlike traditional investments, alternative assets have the potential to deliver significantly higher returns.

  • Growing Trend: Over the past decade, there has been a steady rise in portfolio allocation to alternatives, with leading experts recommending allocations of up to 20%.

  • Rapid Market Growth: the alternative investments market is expected to double flex in the next five years, reaching a staggering $26 trillion.

Getting into alternative investing with Alts Custodian

  • Alternative investing, while requiring thorough research, can yield substantial rewards when executed correctly.

  • Alts Custodian empowers financial advisors with a suite of tools and investment accounts designed to streamline your approach to alternative investments.

  • We offer a wide range of tax-advantaged accounts and qualified account types to cater to your clients' diverse investment needs, including Traditional, ROTH, SEP and Simple IRAs, solo 401ks, HSAs, education savings accounts, trust accounts, and taxable accounts.

  • Alts Custodian ensures financial advisors have access to top-tier data reconciliation tools, integration capabilities, and an intuitive user experience.

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