Operationalizing Retail:

Making Onboarding Easier for RIAs and Wealth Managers

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Description

Democratization of alternative investments isn't a future state - it is now! With GPs facing a larger number of LPs demanding an elevated tech experience, GPs can be challenged by the additional administrative overhead of dealing with a wider pool of investors as well as communication with RIAs.

The Anduin Fund Subscription suite as well as Anduin Advisor Advantage (AAA) — serve hand-in-hand to provide the best investor onboarding experience. Serving both sophisticated LPs and first-time entrants to the alternatives market.

In this webinar, you’ll join two Anduin experts to:

  • Understand recent market trends impacting the private markets, including rising RIA influence in fundraising

  • Learn more about the individual investor persona and the challenges they face when navigating the alternative investment space

  • See a product demo Anduin experts

Join us to explore how leading fund managers use Anduin to efficiently onboard RIAs, wealth managers, and HNW investors.

Speakers

paul

Paul Ipavec

International Business Development at Anduin Transactions

spencer

Spencer Francis

Digitization Consultant at Anduin Transactions

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