Digital, Client-Facing Alternative Investment Proposals Now Available
Revolutionize your client prospecting efforts with our interactive and web-based institutional alternative investment proposals.View Sample Proposal & Create One for Your Clients Now!
As client interactions move into the virtual space, financial advisors must be prepared to deliver highly interactive and engaging experiences to draw in and connect with their clients and prospects. Gone are the days of flat PDFs and limited one-way communication. Innovation is business critical — and static, ugly, or boring content has no place in 2021.
In response, we have released our digital, client-facing investment proposals, which modernize the way in which financial advisors present the institutional private investments available on our platform to their QP clients or prospects and comes at NO COST TO ADVISORS.
With over 25 years of experience in alternative investments, we are determined to constantly evolve our services to help advisors bring institutional alternative investments to their clients in the face of an ever-changing landscape.View Sample Proposal & Create One for Your Clients Now!
Ready to revolutionize your client prospecting efforts?
Watch our step-by-step guide and learn how you can easily share these interactive investment proposals with your clients. Web-based proposals are available to members with unlimited access only.
Someone from our team will contact you shortly to complete your membership and unlock these features.
Someone from our team will contact you shortly to complete your membership and unlock these features.View Private Equity Funds Create a Web-Based Proposal
DISCLAIMER: This industry information and its importance is an opinion only and should not be relied upon as the only important information available. No representation is being made that any investment will or is likely to achieve profits or losses similar to those shown or described. Performance will vary based on many factors, including, but not limited to, investment strategies, taxes, market conditions, and applicable advisory and other fees and expenses related to investing.