Alternatives Platform for Financial Advisors

Digital white-label solution for your alternative investment needs

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Empowering Financial Advisors

Alternative investments and private markets present attractive opportunities to potentially enhance returns and diversify risks in your clients’ portfolios. Whether you are working with High-Net-Worth individuals or institutional clients, you need to stand out by bringing innovative and compelling investment opportunities to the table.
We make it easier for you to service your clients.

What we provide

Support

Efficiently access a broad range of alternative investments supported by advanced technology.

Education

Discover and learn about a wide range of alternative investments, strategies and managers.

Service

Leverage our broad range of services for information gathering, reporting and analytics.

Security

Transact and maintain client information on a secure branded dedicated digital platform and portal.

Privacy

Protect your client data, privacy, and securely provide individualized services to your clients.

Control

Proprietary and permission-based system of configurable workflows to meet your control requirements.

  • Technology

    • Technology

    Use a turnkey white label platform that elevates the client experience through a modern digital investment flow:

    • Online portfolios for investors that are accessible anytime.
    • Client account management tools to provide client services.
    • Smart subscription processing to replace manual, time consuming subscription processes.

  • Selection

    • Selection

    Choose from a wide range of alternative managers and investment opportunities or create your own alternative investment options:

    • Easily access and engage with managers to learn more about their unique investment ideas.
    • Flexible structures and custom feeder funds without all the hassle of paperwork.
    • Tailor investment options to your clients’ unique needs and preferences.

  • Control

    • Control

    Decide on the best investment options for your clients while keeping your clients’ data secure and under your control:

    • Display only your handpicked investment options OR create your own.
    • Up-to-the-minute visibility into the entire subscription and transaction lifecycle.
    • Intuitive and consistent workflows for processing all investments.

    Some of our Insights

    What the SEC is Getting Right — And Wrong — About the Coming Wave of Retail Investors
    Is Liquidity A Reason to Give Alts Another Look?
    CAIA Connects With iownit To Discuss Private Markets

    Does my client data get shared with anyone?

    No, your client data remains private and is shared only with the managers, fund administrators and other parties involved in transaction processing

    Are there any listing standards for issuers?

    Yes, we apply strict due diligence protocols and review every issuer and its securities that are issued on our platform.  Contact us to learn more about our due diligence process on fund managers.

    What level of support do you provide?

    Our clients rely on us to provide operational, compliance and technology support. We have a dedicated investor support team, to ensure all questions are addressed in one business day.

    Can I trade public market securities?

    No, the iownit platform only provides access to private market securities.

    How do I get started?

    If you are an investor, you may open an iownit account or contact our investor support team with any questions you have. If you are an issuer, and you are interested in using our platform, please contact our issuer support team.

    Questions?

    We encourage your questions. Here are top questions that we often face from interested parties. If you would like to know more, do not hesitate to contact us.

    Interested in learning more?