CompanynbspArtivestCategorynbspDisruptors ndash TechnologyInitiativenbspArtivest Platform Enables Financial Advisors to Better Serve HNW Clients with Private AltsHigh net worth clients want access to coveted alternative investment managers advisors want their affluent clients to have access to these investments and managers Enter Artivestrsquos technologydriven investment platform which offers advisors more access to private equity and hedge fund investments while streamlining comm

2016 Winner: Artivest

Artivest is the winner of the Disruptors - Technology category.

Company: Artivest
Category: Disruptors – Technology
Initiative: Artivest Platform Enables Financial Advisors to Better Serve HNW Clients with Private Alts

High net worth clients want access to coveted alternative investment managers; advisors want their affluent clients to have access to these investments and managers. Enter Artivest’s technology-driven investment platform, which offers advisors more access to private equity and hedge fund investments while streamlining communication between advisors and clients.

The Artivest platform lets clients use a single login to access a range of research materials, from pitchbooks to private placement memorandums, as well as digital subscription docum digital subscription documents that can be signed electronically. The online process can help advisors communicate clearly with clients, especially when investing in complex products like private alternatives.

Artivest’s technologyis used by 150 advisory firms representing more than $500 billion in assets under management It’s white-labeled platform is integrated with broker dealers, advisory firms and multi-asset managers.

The Artivest platform elevates the investing experience for investors, advisors, and funds.

About the Company

In the past two decades, we have witnessed a groundbreaking technological acceleration from desktops and pagers to tablets and smartphones. We now routinely find employment and romance online and purchase luxury items like cars and jewelry on our favorite websites, yet the alternative investment ecosystem still operates the same way it did 20 years ago.

Enter Artivest.

Our technical, financial, and operational expertise powers a seamless experience for individual investors and a scalable point of access for financial advisors and fund managers. We provide a carefully vetted investor community with access to exceptional private equity and hedge funds. We power funds with technology that streamlines workflows, conserving precious bandwidth for more impactful interactions with investors.

For more information, please visit www.artivest.co


JAMES WALDINGER

CEO, Artivest

 

 

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