ALTSeek Search
Powered by more than 170 unique search parameters, ALTSeek Search provides the Advisor with a powerful search tool designed to identify specific investment opportunities, and reasonably available alternatives, that meet the specific needs of the advisor and investor.
Covering both Private and Public non-traded programs, ALTSeek Search aims to provide the most comprehensive alternative investment search and review process available to wealth managers in the retail investment space.
Learn MoreALTSeek Knowledge
ALTSeek Knowledge Elements ("AKEs") are a broad collection of educational summaries, topic discussions and other custom content focused on asset types, program structures, regulatory matters and more.
ALTSeek Knowledge Elements are also available with modified content in a white label, advisor-brandable format built to be shared by wealth managers with their investor clients.
Looking for a way to demonstrate your alternatives knowledge to current and potential investor clients? Check out ALTSeek Journeys today!
Learn MoreALTSeek Journeys
ALTSeek Journeys are training modules combining ALTSeek Knowledge Elements, custom tests and summary investment reviews. Journeys are designed to accomplish two primary goals: 1) Provide the wealth manager with a core level of understanding on specific alternative investment topics and 2) Provide the means for the wealth manager to demonstrate to current and potential clients that core understanding.
Digital Badges are provided at the completion of each Journey. These badges can be used by the wealth manager on marketing materials and other client facing tools to demonstrate the level of knowledge achieved by the wealth manager.
Learn MoreALTSeek Certifications
ALTSeek Certification Modules demonstrate to your compliance group (and regulators) that you attained a core level of understanding on a specific investment opportunity prior to investing.
Each ALTSeek Certification includes the following elements: 1) ALTSeek Knowledge Element, 2) Summary review specific to the subject investment program, 3) Test on specific asset type, 4) Test on specific investment program, 5) Certification documentation from Buttonwood, an industry leader in third party due diligence.
We guarantee 100% testing and certification coverage of the active alternative investments on your platform. Too good to be true right? Subscribe today to learn how we do it!
Learn MoreALTSeek Community
Anchored by webinar discussions, best practice processes and due diligence tools, ALTSeek Community is designed to educate and empower wealth managers in their alternative investment pursuits.
With each new member the power of the community grows…subscribe today!
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