CONCERT Wealth Management has selected Sliced Investing’s RIA platform Sliced Institutional to streamline hedge fund and private equity investing for their 90 financial advisors and partner firms.
The platform will allow CONCERT to reduce the large operational burden undertaken by advisors to deploy client capital into many elite products not accessible at the major custodians.
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Also, the platform will automate all the manual processes linked with private fund investing, subscription document signing, reporting, custodial integrations, CRM integrations and more, Sliced Investing said.
CONCERT CEO Felipe Luna said: "We view this addition as a key competitive advantage for any advisor that comes to CONCERT, furthering our goal to become an integrated turnkey asset management platform."
Sliced Investing founder and CEO Mike Furlong said: "We’re thrilled to work with CONCERT and provide the infrastructure and technology to both access top investments and automate the process of making an alternative investment.
"CONCERT’s partnership with Sliced is an excellent example of the growing infrastructure being built to usher wealth managers’ evolving needs and processes."
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