Service Provider Profile

About Alternative Investment Exchange (AIX)

2019 (incubated since 2015)

Contact Info

info@aixplatform.com

150 Rouse Boulevard
Suite 200
Philadelphia, PA 19112

                                    

Management Team

Joseph P. Ujobai
Chief Executive Officer
Brad West
Chief Operating Officer
Sara Murphy
Head of Platform Solutions

Links

Additional Information

Supported Product Types

-DPPs
-DSTs/1031 Exchanges
-Fund of Funds
-Hedge Funds
-Intervals
-NL BDCs
-NL Closed-end Funds
-NL Preferred Stock
-NL REITs
-OZ Funds
-Private Debt Funds
-Private Equity Funds

Services

-White-labeled Portal
-SSO Access
-Configurable Workflows
-Real-time AI Insight Verification
-BD, Custodian, and Sponsor Forms
-E-signature/KBA
-Electronic Data Transmission
-Position Reporting
-AIP Compatible