On August 26th, 2020, the SEC amended the definition of accredited investor, an identifier of individuals and entities that are eligible to invest in certain restricted alternative investments such as private real estate funds and other investments

Blue Creek selects SS&C platform to automate investment processes September 21, 2020 | Rebecca Delaney | Asset Servicing Times Investment manager Blue Creek Capital Management has launched its operations on SS&C Technologies’ cloud-based front-to-back office platform Eze Eclipse.The platform was selected to automate Blue Creek’s investment processes for its China-focused fund. Eze Eclipse provides market…

Phoenix American Announces New Client Partnership With New York City-Based Time Equities, Inc. September 28, 2020 SAN RAFAEL, CA – Phoenix American, a leading fund administration provider, is pleased to announce its new client partnership with New York-based real estate investment and development firm, Time Equities Inc. (“TEI”). Phoenix American will fulfill the back-office operational…

CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs  September 18, 2020 CNB Custody is pleased to announce we are now able to custody direct real estate investments within IRAs.  Senior Vice President of Operations, Jenny Heiman, says that the decision to offer real estate was made “because we saw a need…

AIX and Great Lakes Fund Solutions Announce Integration AIX and Great Lakes offer seamless, paperless processing for clients as fund sponsors search for innovative alternatives to traditional processing September 22, 2020 | AIX Philadelphia, PA and Lake Villa, IL – September 22, 2020 – Alternative Investment Exchange (AIX), a financial technology solutions provider that streamlines the…

Since March, I’ve been able to step back and analyze where we — and other companies — have the opportunity to make...

Altigo Streamlines Alts Investing September 21, 2020 | James Sprow | Blue Vault Blue Vault recently spoke with Bill Robbins, CEO at WealthForge, about how their vision for the Altigo platform is to make investing in and owning alternative investments as easy as owning a mutual fund. WealthForge was founded in 2009 and combines innovative…

Phoenix American, a leading transfer agent and fund administration provider for alternative investments and Alternative Investment Exchange (AIX),...

Pershing API integrations with CAIS and iCapital Network enhance advisor access to alternative investments September 15, 2020 BNY Mellon’s Pershing (“Pershing”) recently announced integrations with CAIS and iCapital Network, the two most prominent alternative investment platform sponsors, through its enterprise-wide Application Program Interface (API) Store. The move underscores Pershing’s commitment to leveraging technology to deliver…