Best Alternative Investments Platform, Tool or App
InvestCloud Navy empowers institutional investors to better manage their multi-asset-class and multi-strategy portfolios with robust tools for data aggregation, performance analytics and operational efficiencies, available on an integrated digital platform. These powerful tools are specifically designed to scale the particular needs of institutional investors’ investment offices, especially through the efficient management of alternative investment allocations.
CFX Markets provides an open and secure network to facilitate secondary market transfers of private securities in alternative asset classes. We bring the option of liquidity to accredited investors who invest nationwide in the alternative investments industry. Our secure online market connects various leading portals and issuers across the industry.
We are a female & minority owned financial technology company. Our mission is to make private investments more clearly comprehensible and accessible to financial advisors and the high net worth clients they work with. Financial advisors are under pressure to provide more individualized, diversified products, including alternative investments. There are, however, significant barriers to accessing and understanding this complex industry. Our value proposition is straight forward: Economic – Projected $4.7 trillion market and strong potential for high double to triple digit IRR. The M&A environment over the past few years in fintech suggests an exit multiple of over 10x EBITDA .Impact – A large segment of qualified investors are not currently served by the private investment industry. Providing access to superior product based on streamlined ‘research to execution’ solutions utilizing cutting edge technology to replace antiquated processes will increase opportunity. Community – With initiatives like ClearAcademy and ClearConnect, we provide curated educational resources, manager insights, links to individuals and groups, trends and survey monitoring; we meet our clients where they are and leverage our network for their benefit. We focus on managing money – with help from technology.
Comprehensive end-to-end paperless solution for accessing a broad menu of online offerings, independent research, product tutorials, roadshow videos, and institutional due diligence, all investable in a single automated subscription document