Financial Advisors and Family Offices
Access leading funds and exclusive private deals for your clients through Alto Marketplace, our new securities platform dedicated to unique opportunities for portfolio diversification.
Leading Funds For Your Clients
Alto Marketplace’s investment solutions provide a range of opportunities
Delivering for clients is the priority
Alto’s team of seasoned professionals deliver a white glove experience to our investors and partners alike, and dedicated teams are on hand to support through every stage of the investment process.
Unique Investment Opportunities Await
Range of asset classes
Alto Marketplace offers a range of alternatives like private funds and real assets, and will continue to grow into exciting new investment opportunities.
Access to fund managers
When an investor is interested in making an investment on Alto Marketplace, they have the chance to hear from fund managers directly on interactive webinars with Q&As.
Flexible Investment Options
We go above and beyond to work with investors on money movement that makes their investment possible.
Alto’s team has experience at leading brokerage, securities and financial services firms meaning exceptional strategy and unique leverage for everyone who works with Alto.
It’s Time For Alternatives
Review your clients’ portfolio allocation by the numbers
50% of all advisors responding to a recent survey by iCapital reported client interest in alternative investments has increased over the past two years.
36% of financial advisors indicate lower volatility from alternatives while 34% say that alternatives provide amplified returns
44% of financial advisors report alternatives differentiating and enhancing their offering to clients and prospects
79% of financial advisors cite diversification as the top benefit of using alternative assets
If you’re interested in learning more about our alternative investment solutions, get in touch with our Client Services team.
Frequently Asked Questions
Yes, assuming investors provide their consent, connected advisors will have a full view into their clients’ Alto portfolios.
No. At this time, the advisors will not be able to take investment actions on behalf of their clients. This feature and others are future enhancements we’re working on for the advisor platform.
To execute an investment, customers must use the Alto platform to direct the investment choices that they or their advisors select.