Alts Fund LINK (AFL) has launched its new intelligence platform geared toward independent broker-dealer representatives and registered investment advisers (RIAs).
The platform offers AI-powered research tools, compliance documentation workflows and hold-period monitoring to support advisers throughout the full lifecycle of illiquid investments. The platform also targets post-sale oversight, an area that is often overlooked in alternative investment management.
With a focus on Delaware Statutory Trust (DST) research, the technology explains client situations and ranks offerings in simple, easy to understand terms. It also offers a portfolio building tool that allows advisers to compare offers while generating compliant materials.
The platform also offers adviser training modules, CRM functionality and client scenario modeling for tax deferral.
Learn more about Alts Fund LINK here.
