AE Wealth Management has announced the launch of AE Private Exchange, a new private markets platform powered by CAIS. The platform, exclusively for AE Wealth Management's network of advisers, provides a scalable technological solution and exclusive access to a curated menu of private market providers.
AE Private Exchange bridges the gap for advisers seeking to incorporate alternative investments into their clients' portfolios. The platform offers seamless technology integration within the existing AE Wealth Management advisor ecosystem, delivering a centralized and efficient user experience. This launch helps advisers meet the growing demand for sophisticated tools to build more diversified, growth-oriented portfolios for their clients.
Through the platform, advisers gain access to an expanding selection of alternative investment strategies, including private equity, real estate, private credit, hedge funds, structured investments and other non-traditional asset classe
