Clients are asking, and advisors are responding to the alts wave. But without the proper data and workflow apparatus, these exciting new products can turn into an admin nightmare. Download Canoe’s comprehensive e-book to help streamline your alternatives process, and watch painful processes melt away.
When clients ask about their alternative investments, pulling in those answers from capital calls, quarterly reports, and K-1s eats up hours your team should be spending advising. Clients might wait days while you dig through paperwork, and revenue opportunities slip away when your practice is stuck in operations mode.
Top advisory firms have found a better way. They access alts data instantly and turn around inquiries the same day. Advisors focus on strategy and planning instead of document work. Clients get responsive service that builds trust and referrals.
Firms using this approach save up to 90% of the time previously spent on alts data management.
How? This ebook reveals proven strategies top advisors use to streamline operations and deliver exceptional client service — so you can do the same.