Endowus’ Post

BNY Mellon | Pershing and CAIS have teamed up to streamline workflows and reduce costs by launching the CAIS Alts Experience through BNY Mellon’s Pershing—available exclusively for advisors who use Pershing’s NetX360®+ custodial platform. This collaboration expands our commitment to making alternative investing more efficient for independent financial advisors. Here are some of the potential benefits we’re most excited to bring to advisors through Pershing: ✔️ Elimination of transaction and annual custodial fees for your clients on participating funds ✔️ Automation of alternative investment workflows, making the subscription processes easier ✔️ Access to CAIS IQ, our proprietary learning tool, via the Investment Center on Pershing’s NetX360+ platform ✔️ Single Sign-On to the CAIS platform from Pershing’s NetX360+ Learn more about our collaboration in our press release: https://lnkd.in/gBbER6Nq #alternativeinvesting #wealthmanagement

The evolution of private capital fund management through technology adoption is shaping the industry landscape. Find out how technology can enhance operations by following CSC Fund Solutions for the latest insights. #funds #privatecapital

Despite surging client interest, many alternative asset classes and vehicles remain hard to access for advisors. Next-gen distribution platforms can help. Also important are the middle-office vendors and portfolio management systems that make the workflow sing. Check out our new Datos Insights report on advisor adoption of alternatives in the US and Canada, and what demand will look like three years out. https://lnkd.in/gdB3H3GK #innovation #investing #customization #canada #privatefunds #sma #uma #managedaccounts #alternativeinvestments #privatecapital #privatequity #reporting #intervalfunds #privatecredit #workflow #automation #digital #strategy #ESG #distribution #alts #analytics #compliance #onboarding #intervalfunds #advisortech #tech #innovation #GP #familyoffice #LP #RIA #wealthmanagement #liquidity #duediligence #outsourcing #technology #capitalcalls #direct #SMA #software iCapital, CAIS, Proteus, LLC, Envestnet, Inc, AssetMark, Canoe Intelligence, Arch, Accelex, SUBSCRIBE, Moonfare, Halo Investing, AllianceBernstein, Addepar, Accelex, Crystal Capital Partners, LLC, Gridline, Allvue Systems Jacobi FIS Moody's Analytics, eFront Palmer Myers Jessica Stegmaier Luke Albertalli John Nionakis Lindsay Aenchbacher Wally Okby Bill Whitt James Wolstenholme Michael Ormsby Sang Lee Vinod Jain Jamie McLaughlin Brenda Mickiewicz Jacob Greene Jamie McLaughlin Michael Lynds Danny Martin James Burron, CAIA

My latest report on #alternativeinvestment #distribution in the US and Canada includes (among other data points) drill downs into the availability, current, and projected adoption of alternative investments as a component of #client #portfolios and form the basis of my conclusions and guidance for #wealthmanagement firms and #vendors. Clients and interested parties can contact me or pick up the report here: https://lnkd.in/eWcGE5Ay

The world of private capital funds is evolving rapidly with the integration of technology solutions. Discover how firms are leveraging tech to streamline operations and enhance investor experiences by following CSC Fund Solutions. #funds #privatecapital

The private capital fund space was slow to take advantage of the benefits of technology. Now, spurred by the realities of narrower margins, higher investor expectations, and more complex reporting requirements, general partners are increasingly turning to technology to help the back office keep pace. Download our report to learn more about technology options and their potential advantages. https://bit.ly/3Hn2LpT #privatecapital #funds

In the fast-paced world of fund administration, embracing technology is more than just a choice; it's a necessity. Automation and optimization streamline operations, ensuring efficiency and accuracy while freeing up valuable resources for strategic initiatives. By leveraging the power of technology, fund administrators can attract clients by offering superior services that are not only efficient but also adaptable to their evolving needs. Meeting the demands of a dynamic market becomes seamless with technology-driven solutions, providing real-time insights and comprehensive audit trails. Ready to gain a competitive edge in fund administration? Contact us today to explore how technology can revolutionize your operations and elevate your business to new heights! https://buff.ly/3JJPb1v #clockworkadmin #fundadministration #technology #automation #efficiency #competitiveedge

#Robo_Advisory Market Estimated to Expand at a Robust CAGR over 2023–2032 https://lnkd.in/dVw9_G4B Robo #advisory refers to a digital, automated, and #algorithm-driven platform that provides #financial advice and investment #management #services without the need for human #intervention. These #platforms use advanced #algorithms and artificial #intelligence to analyze financial #data, assess risk #tolerance, and create and manage #investment portfolios for #clients. Betterment Fincite - Wealth Management Software Wealthfront Vanguard Charles Schwab Ellevest Ginmon Vermogensverwaltung GmbH Wealthify Social Finance SigFig Wealth Management, LLC #technologies #marketgrowth #innovationmanagement #financialadvice #managementservices #investment #intervention

Our Chief Commercial Officer, Joseph Latini, spoke with Global Custodian about his predictions about how capital flows will fundamentally alter the ways in which funds are created, marketed, and distributed. “The global alternatives marketplace is undergoing an extraordinary transformation that will take hold in 2024 and reshape the way fund managers raise capital, serve investors, and execute their strategy. While institutional investors have traditionally provided the foundation for the alternatives industry, the rise of global mass affluent investors—predicted to bring new capital flows between $500 billion and $1 trillion during the next three years—will fundamentally alter the ways in which funds are created, marketed, and distributed. This “democratisation” of alternatives also will require additional education for advisors to ensure that products are suitable and for investors to have a clear understanding of investment returns, costs, and fees. Add to this new cloud-based technology to manage huge volumes of data, and increased compliance and regulatory standards across jurisdictions, and fund managers increasingly will be relying on service providers and vendors to help them re-engineer systems and processes. By outsourcing back, middle-, and now front-office functions—including onboarding and KYC/AML compliance—fund managers will be able to direct limited resources to creating a more efficient client experience and drive new growth.” Read the article here: https://lnkd.in/gVEEA53s   #2024predictions #alternatives #apartnershipbuiltaroundyou

The UK wealth management industry is experiencing robust growth with notable activity shaping its landscape. Tanager, a UK-based wealth manager, has recently forged a strategic pact with Financial Software (FSL), highlighting the industry's pivot towards leveraging technology in managing transatlantic client relationships. This collaboration underscores the industry trend of integrating advanced technology to address cross-border finance intricacies efficiently. Embracing technological innovations is paramount for firms in the wealth management sector to uphold competitiveness. Tanager's pioneering move in cross-border wealth management sets a new standard, prompting other players to follow suit. The adoption of cutting-edge software solutions will be crucial in managing complex portfolios effectively, driving firms to invest significantly in advanced tools. Technology is indeed becoming the key driver for competition, defining new standards in client service and operational efficiency industry-wide. #HSAAdvisory #WealthManagement #CaseStudy #Technology #Partnership #TransAtlantic #UK