Wealth platforms & private banks

Make alternative investments operable across your wealth platform.

Give advisers and eligible clients a consistent workflow for alternative-investment discovery, diligence, access, reporting and ongoing lifecycle management.

White-label product access

Present vaults inside your platform. The operating record stays shared; the interface stays yours.

Eligibility controls

Show a strategy only when the client’s classification and jurisdiction permit it.

Adviser workflow

Research, documents and subscription status in the same case, not a forwarded PDF.

Client reporting

Valuations, notices and distributions with an as-of date and a data status.

Data integrations

Read the Vault Spec and lifecycle events through an API, not a monthly file drop.

Portfolio aggregation

Place alternative sleeves next to the rest of the client’s allocated capital.

Allocation experience

Discovery that explains terms and liquidity before it asks for a subscription.

API-first connectivity

Your systems remain the system of engagement. AltVaults remains the system of record for the vault.

AltVaults Access

The alternatives workspace, inside the platform.

A product preview. Figures are illustrative and are not client positions.

Access · illustrative household

Demo

Alternatives allocation

Illustrative sleeve map

Eligibility

Professional · in date

Vault research

3 strategies in review

Documents

2 packs permissioned

Subscription workflow

Eligibility cleared → documents acknowledged → subscription queued for the next demo cut-off.

Liquidity calendar

Quarterly window · 90-day notice · no daily dealing. Gate status visible to the adviser.

Reporting and notices

One pack, stamped with data status. Not a performance advertisement.

Not an offer or solicitation. Any investment opportunity, where available, is subject to eligibility, applicable law, product documentation and approval by relevant authorised parties.

Connect the platform you already run.

A briefing covers eligibility policy, white-label surfaces and the events your advisers need.