Scaling Alts Operations Starts by Going End-to-End

Courtesy of CAIS

For financial advisors, whether they are part of a $100 billion, $10 billion, or sub-$1 billion independent wealth firm, the same problem exists when it comes to alternative investment operations. A number of people across investments, ops, and client service juggling an abundant amount of internally built processes to manage workflows. These are processes borne out of necessity, but they are not scalable. This was a natural development as historically, there has not been a singular technology to address these issues holistically.

As technology for wealth firms has evolved, they are seeking to consolidate their infrastructure for improved efficiencies across the full lifecycle of their alts operations and looking beyond their own walls to implement it.   

As they review their vendors, the trend is moving away from stitching together middle-ware and instead embracing purpose-built solutions that are connected to the larger ecosystem across custodians, fund admins, and reporting providers.   

In this article from CAIS, Warren Seubel, Managing Director in CAIS Solutions, dives into what he sees in the space. To read the full article, click here.