Alternatives Platform for Financial Advisors
Digital white-label solution for your alternative investment needs
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
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.
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.
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.
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.
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.