Streamline Access to Alternative Investments with CaliberX
Alternative investments, being largely uncorrelated with public markets, offer a unique opportunity for portfolio diversification. Historical data reveals that incorporating alternatives into a traditional 60% / 40% equity / bond allocation could have enhanced annualized returns. Unlock the new 50 % / 30% / 20% equity / bond / alternatives portfolio for your customers.
Despite their significance, alternative investments remain underutilized by individual investors. CaliberX is committed to bridging this gap, democratizing access to alternative investments for a broader spectrum of investors.
Offering alternative investments can attract high LTV customers, foster increased engagement with your platform, extend the LTV of existing customers reducing payback period, and generate a high-margin stream of recurring revenue.
The infrastructure required to support alternative investments can be complex and costly. CaliberX streamlines your investment operations, freeing you to concentrate on customer service.
CaliberX provides access to top tier alternative investments, with any number of curated offerings to best meet your customers needs
We navigate the complexities of offering alternative investments, including KYC/AML, accredited investor status verification, and compliance with evolving regulatory standards.
Legal structuring can be expensive and time-consuming. CaliberX handles this, managing fund formation and operation.
Establishing and maintaining relationships with managers can be challenging. CaliberX conducts comprehensive diligence processes and manages third-party relationships, saving you time and resources.
These specialized accounts are designed for managing orders, positions, and capital calls related to alternative investments.
Our platform enables swift verification of your customers' KYC and accreditation status if required.
A vault for secure access to accredited verification/KYC, subscription, trade confirmations, and tax reporting documents.
This feature simplifies the subscription process with a click-to-consent mechanism for signing subscription agreements, eliminating the traditional, cumbersome e-signature experience. Additionally, our unified API enables seamless order placement across a variety of investment opportunities, including publicly offered, privately offered registered funds, and privately offered feeder funds.
Our platform provides streamlined reporting for customer portfolios, position data, transactions, and capital calls.