Modern investor, advisor, and client experiences for private markets.
Many investor and advisor experience problems trace back to disconnected workflows, inconsistent data, and manual processes that slow every interaction. Alt360 helps firms improve how investors, advisors, and clients connect, onboard, communicate, report, and act across the private markets lifecycle.
What this solution does
Alt360 helps private markets firms modernize investor onboarding, advisor enablement, CRM workflows, investor portals, subscription automation, and personalized reporting experiences.
Where we help
Investor onboarding
Streamline subscription, KYC, AML, accreditation, document collection, approvals, and status tracking.
Advisor enablement
Give advisors better access to private markets education, client status, fund information, and workflow visibility.
Investor portals and reporting
Improve how investors access documents, reporting, notices, statements, insights, and account information.
CRM and workflow integration
Connect CRM, onboarding, fund administration, document management, reporting, and client-service workflows.
Investor onboarding workflow
A structured path from investor interest to completed subscription and operational readiness.
Step 1
Capture
Collect investor, advisor, entity, fund, and transaction information from forms, documents, and source systems.
Step 2
Validate
Check completeness, KYC / AML requirements, accreditation status, document quality, and exception conditions.
Step 3
Route
Move work through approvals, reviews, escalations, and required internal or third-party checks.
Step 4
Execute
Generate, populate, review, and complete subscription documents and related onboarding packages.
Step 5
Integrate
Send approved data and documents to CRM, fund administration, reporting, investor portal, and downstream systems.
Core capabilities
Modernize the experience around private markets access.
Alt360 can help reduce manual onboarding friction, improve advisor and investor visibility, and connect client-facing workflows to the systems that run private markets operations.
Investor, Advisor & Client Experiences FAQ
Onboarding through subscription, KYC and AML, accreditation, portals, advisor tooling, CRM ties, notices, statements, and reporting — scoped to how your firm distributes and services clients.
Yes. We design capture-to-close workflows, exception handling, document packages, and handoffs into fund admin, CRM, and portals so teams spend less time on manual follow-up.
Typical targets include CRM, onboarding and e-sign, document repositories, fund administration, data feeds, and investor-facing apps — integrated to your roadmap and controls, not a one-size template.
By aligning status, documents, and data so investors and advisors see progress clearly — and operations can trace requests, approvals, and delivery without ad hoc email chains.