Business introduction
Manage Alternative Investments 10x Faster With AltExchange
AltExchange uses AI-driven technology to automate managing alternative investments. Say goodbye to complex manual processes and hello to a simplified, streamlined back-office experience
Our story
Like many others, Co-Founder and COO Zak Boca shifted his investment strategy to private markets after the 2008 recession hit. But with that also came major headaches and roadblocks for himself and his advisors alike. He quickly realized that existing solutions weren’t built to handle the boom in alternative investments. Instead of accepting it, we built the solution.
AltExchange Solutions
AltExchange for Advisors
Reduce time collecting tax documents for you, your clients, and CPA by 70% We collect 100% of your clients’ alternative investment tax documents. Track 100% of your clients’ wealth We update your clients’ alternative investment performance within 5 minutes of receiving new data. We report for your clients’ alternative investments, including startups, private......
business needs
view solutionAltExchange for Asset Managers
Provide confidence and clarity in your investments with transparent, real-time performance data. Go beyond your fund administrators’ capabilities with our seamless reporting, billing, and more, fed directly into RIAs’ existing systems. Remove all administrative barriers with: One Portal Extracted & Structured Data Comprehensive Performance Reporting Automated Tax Document Collection Direct Reporting to TAMPS Open Architecture (Keep Existing Systems) Ability......
