Concorde Investment Services, an independent broker-dealer and registered investment adviser platform serving financial advisors nationwide, has announced the firmwide adoption of AltsIllustrator, an innovative analytics and comparison platform developed by two financial advisers within the Concorde system. The new tool is now available to all Concorde-affiliated advisers to support deeper due diligence, clearer investment comparisons and more informed client recommendations regarding Section 1031 exchange investments via Delaware statutory trust offerings.
AltsIllustrator was created by experienced advisers who recognized the need for a standardized, data-driven way to evaluate alternative investment programs. The platform aggregates key offering details — including strategy, asset type, leverage, fees, distributions, historical performance, liquidity terms and sponsor-provided metrics — and presents them in a clear, sortable format. Advisors can compare multiple offerin
