As you determine how to invest in technology to better offer, manage and process alternative investments, think about which pricing structure will help move your business forward...

The deal is the first example of Computershare’s new RMBS trustee services, which the global financial services company says are now available to clients across the US and which have been built on the broad experiences and in-depth knowledge of its Corporate Trust team.

Here, we look across the landscape of alternatives strategies and ideas for 2024: private equity, private credit, real estate, infrastructure and secondary strategies.

If you’re seeking innovative ways to showcase your wholesale team and humanize your sales approach, Marketing Intent is here to help.

At Marketing Intent, we hold ourselves to the highest standards of quality and customer service. Before any deliverable goes to our clients, we meticulously review and refine it to meet our exacting standards.

“We’re excited to collaborate with AIX and believe their industry-leading technology will create an optimal investing experience for our reps and their clients.”

Like life itself, your marketing strategy will undergo iterations as you refine your message and adapt to changing landscapes. Embrace the imperfections and view them as stepping stones towards growth. 

“Partnering with AIX allows Concorde to provide our representatives – especially those that offer alternative investments, DSTs, and 1031 offerings – and their end investors with a streamlined technology solution to meet each client’s unique investing needs.“

If you’re looking to maximize your marketing budget and elevate your firm’s presence in 2024, consider Marketing Intent.