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Investment caliber ranks No.1 in importance for advisers when choosing investment platforms
Research - MAY 19, 2023

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Investment caliber ranks No.1 in importance for advisers when choosing investment platforms

by Kali Persall

Investment caliber is the most important factor for advisers when choosing an investment platform. This is one of the key findings of a new survey from Crystal Capital Partners, a wealth-tech provider and turnkey alternative investment platform for financial advisers.

The Annual Spring Alts Survey of financial advisers was designed to gain insights into the preferences and priorities of advisers with respect to investment platforms.

The survey also found advisers not only show a strong preference for the quality of the assets offered but also prioritize transparency in research and due diligence reports. Education, “presentation material” for advisers’ clients and other forms of support also ranked high in importance among advisers when considering an alternative investment platform. In addition, nearly 80 percent of respondents reported increased concern among advisers about investment support beyond the point of sale.

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