AIX – Alternative Investment Exchange
Alternative Investment Exchange (AIX) is the only enterprise technology platform purpose-built to transform and simplify the entire lifecycle of alternative investments, from buying to owning to selling. The platform was created to address the pervasive lack of connectivity and visibility that has historically riddled the alts investing system, turning a chaotic, time-consuming, and largely paper-based method into a point-and-click, all-digital experience. AIX serves as a critical connective tissue for the broader industry, empowering wealth managers, asset managers, custodians, transfer agents, and fund administrators. This focus on digital workflow management, driven by seamless data exchange, is fundamental to reducing friction and mitigating risk for all alternative investing stakeholders.
The AIX platform drives transformational change by evolving beyond traditional documents, using data as the connective tissue to streamline complex transactions. By capturing, abstracting, and translating data accurately, AIX ensures that all necessary information reaches every party throughout the investment lifecycle, enabling real-time verification and compliance. This approach supports multiple distribution channels, including broker-dealers, Registered Investment Advisors (RIAs), and wire houses, and is designed to conform to a client’s specific product structures, workflows, and existing technology. This configurability and adaptability prevent the platform from being a one-size-fits-all solution, making it uniquely equipped to meet the nuanced needs of the market.
AIX provides an end-to-end suite of services that encompasses data-driven subscriptions, account maintenance, and repurchasing, allowing clients to provide a mutual fund-like investing experience for alternatives. This digital automation is directly responsible for reducing administrative headaches and eliminating unnecessary operating costs, which is reflected in the industry’s lowest Not-In-Good-Order (NIGO) rates, often approaching zero. By simplifying administrative complexities and enhancing transparency, AIX is committed to accelerating industry growth and creating substantial value for its partners, ultimately making alternative investments easier to access and manage for both advisors and investors.
Contact Info:
Address: 150 Rouse Boulevard, Suite 200, Philadelphia, PA 19112
Phone: 833-524-9249
Email: info@aixplatform.com
Website: aixplatform.com
