Anduin Advisor Advantage

Scale your private wealth operations and fund commitments

Simplify operations for your private wealth teams' relationships to drive AUM growth
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Legacy solutions aren't built for the retail and private wealth investors

The alternative investment process was built for institutions—not the speed, collaboration, and scale required to empower advisors to commit their clients into alternative assets.

A Unified Platform for Expanding Access to Alternatives

Alternative investments are more accessible than ever to retail and private wealth channels. Anduin is helping lead that evolution with purpose-built technology for the complex workflows broader distribution demands.
Expanded access brings operational challenges — onboarding, documentation, data management, permissioning, and oversight. Whether an RIA is creating its own fund-of-funds vehicle, an access provider is connecting advisors with fund managers, or a GP is inviting wealth channels directly into a fundraise, Anduin provides the infrastructure to manage participation efficiently, securely, and at scale.
A Unified Platform for Expanding Access to Alternatives

The Technology Behind the Experience

Anduin brings together three complementary solutions to support high-volume retail and wealth workflows:
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Fund Subscription
02
Investor Data Management
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Anduin Advisor Advantage
Fund Subscription
01
Fund Subscription
Digitizes subscription documentation, investor qualification, AML/KYC collection, and approval workflows. Structured digital processes reduce errors, cut repetitive follow-up, and improve visibility throughout onboarding.
Investor Data Management
02
Investor Data Management (“IDM”)
Centralizes investor data and documentation so it can be validated, maintained, and reused across subscriptions. IDM pre-populates subscription documents from information already on file and automatically furnishes supporting materials that remain current and in good standing - no duplicate data entry, no re-uploading the same documents.
Anduin Advisor Advantage
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Anduin Advisor Advantage (“AAA”)
A purpose-built workspace for advisors managing multiple underlying investors. Granular permissions let each advisor see and manage only their own clients, while designated administrators keep consolidated oversight across the vehicle or fundraise.

See how our partners scale private wealth operations

See how our partners scale private wealth operations
01

For RIAs and Wealth Managers

Establish and operate your own fund-of-funds vehicles — giving clients differentiated access to alternatives without relying on traditional intermediary platforms.

Leverage direct relationships with fund managers to curate opportunities for your client base, control the investor experience, and keep more of the vehicle economics instead of paying fees to a third-party access provider.

Anduin supplies the infrastructure behind it all: subscription documentation, AML/KYC workflows, investor-data reuse, advisor-level permissioning, and consolidated oversight.

02

For Retail-Access Facilitators and Transfer Agents

Anduin also powers the third-party providers connecting fund managers, RIAs, wealth platforms, and underlying investors.

Establish and administer fund-of-funds or feeder structures under your control, onboard investors at volume, and coordinate workflows across multiple advisors and distribution relationships.

The result: less administrative friction, better data flow between participants, and a consistent onboarding experience across every vehicle you support.

03

For Fund Managers

Invite RIAs, wealth advisors, and other distribution partners directly into a fundraise - no separate fund-of-funds vehicle required.

Through AAA, each participating firm gets a siloed, permission-controlled workspace to onboard and manage its assigned investors. Advisors see only their own relationships; the fund manager keeps a holistic view of all investors, activity, and progress across the fundraise.

Broaden distribution and support advisor-led participation while maintaining centralized control over the investor experience.

Trusted by firms managing over $7T in assets.

$7T+
aggregate AUM across clients
$265B
Capital raised on Anduin
76K+
Unique investors