Unlocking Access to Bankable Alternative Investments for Wealth Advisors

Understanding Bankable Alternative Investment Products

The alternative investment world has long been plagued by paperwork and process headaches. That’s changing fast. Bankable alternative investments – products that trade through regular bank and brokerage accounts – are revolutionising how financial professionals access these strategies.

For wealth managers and family offices, bankable alternatives eliminate the endless subscription documents and administrative hassles. Clients invest directly from their existing accounts, just like they would with stocks or bonds. Portfolio reporting happens automatically. And best of all, advisors can scale their alternative programs without drowning in paperwork.

This shift marks a stark departure from the old way of doing things. Gone are the days of separate accounts, capital call logistics, and manual tracking spreadsheets. Today’s bankable solutions plug right into the financial plumbing that advisors already use every day.

The result? Smoother operations, happier clients, and the ability to thoughtfully grow alternative allocations across more portfolios. For forward-thinking wealth management firms, bankable alternatives aren’t just a nice-to-have – they’ve become fundamental to competitive success.

 

The Alternative Investment Landscape

Core Implementation Challenges

Today’s wealth managers face distinct hurdles when incorporating alternative investments into client portfolios. The infrastructure supporting private equity, hedge funds, and structured products imposes three key constraints:

Administrative Complexity 

Alternative investment operations demand extensive oversight across documentation, compliance, and service provider coordination. This burden strains resources and limits program scalability.

Fragmented Data Flow

Investment managers provide performance data and reporting in widely varying formats. This lack of standardisation hampers analysis, complicates due diligence, and creates ongoing monitoring challenges.

Restricted Access

Despite growing demand, high minimum investments and limited distribution networks keep many qualified investors from accessing institutional-quality alternative strategies.

 

A Technology-Driven Solution

The future of alternative investment management requires robust infrastructure that addresses:

Process Efficiency

New platforms must cut through administrative red tape, automating documentation and compliance while reducing manual touchpoints.

Data Integration 

Standardised frameworks enable proper investment comparison and portfolio analysis across strategies and managers.

Broader Accessibility 

Digital solutions can expand distribution while maintaining appropriate investor protections and oversight.

These capabilities form the foundation for building sustainable, scalable alternative investment programs that serve evolving client needs.

 

Transforming Alternative Investment Management

White-Label Digital Infrastructure

FundFront provides wealth management firms with customisable digital infrastructure that maintains brand identity while delivering institutional-grade technology. The platform offers:

Brand Integration

The platform fully incorporates firm branding elements – from logos to colour schemes – ensuring a seamless client experience across all touchpoints.

User Experience 

An intuitive interface simplifies platform navigation for both advisors and clients, streamlining the investment process.

HUBS Investment Database

The platform centers on HUBS, a comprehensive database of bankable alternative investments providing:

Investment Analytics

• Detailed performance metrics
• Risk analysis tools
• Historical return data
• Custom reporting capabilities

Portfolio Tools

• Scenario modeling
• Performance benchmarking
• Risk assessment frameworks

Due Diligence Support 

Extensive documentation and templates streamline investment evaluation processes.

Transaction Capabilities

The platform enables direct investment execution through:

• One-click purchase functionality
• Brokerage account integration
• Automated settlement processing

Customisable Investment Framework

Manager Selection Firms retain full discretion over investment selection, including:

• Open manager choice
• Client-specific investment criteria
• Custom fund structure design

Investment Access 

FundFront converts selected investments into bankable securities, providing:

• Enhanced liquidity
• Simplified custody
• Standardised reporting
• Broader accessibility

This infrastructure enables firms to efficiently scale alternative investment programs while maintaining institutional standards.

 

Delivering Value Across the Investment Chain

Benefits for Advisory Firms

Operational Excellence 

The platform dramatically reduces administrative overhead through automation of documentation, compliance processes, and reporting tasks. This shift enables advisory teams to focus on high-value client activities.

Enhanced Investment Access

Advisors can expand their alternative investment offerings through simplified access to institutional-quality strategies. The platform’s infrastructure supports rapid evaluation and implementation of new investment opportunities.

Business Scalability 

The software enables firms to grow their alternative investment programs without corresponding increases in operational complexity. This operational leverage supports sustainable business expansion.

Client Advantages

Investment Accessibility 

The platform opens previously restricted alternative investments to qualified investors through:

• Lower minimum investments
• Simplified subscription processes
• Direct custody arrangements

Research & Analytics 

Standardised data and institutional-grade analytics support informed investment decisions. Clients benefit from:

• Consistent performance reporting
• Risk analysis tools
• Portfolio modeling capabilities

Implementation Efficiency 

Integration with existing brokerage relationships streamlines the investment process. Clients can execute alternative investments as easily as traditional securities while maintaining their existing custody relationships.

Advancing Alternative Investment Management

The alternative investment landscape continues to evolve, demanding sophisticated solutions that address both operational complexity and client expectations. Through integrated digital infrastructure and comprehensive investment analytics, wealth management firms can now deliver institutional-quality alternative investments with unprecedented efficiency.

The Path Forward for Bankable Alternative Investments

Leading wealth management firms recognise that digital transformation of alternative investment operations has become a strategic imperative. Those who embrace these capabilities position themselves to capture growing demand for alternative investments while maintaining operational excellence.

Take Action

Contact our team to explore how FundFront’s infrastructure can enhance your firm’s alternative investment capabilities. Email hello@fundfront.com or visit our contact page: www.fundfront.com/contact. 

Disclaimer

FundFront provides operational and technological solutions for fund structuring, securitisation and management. We do not provide legal, tax or financial advice. We recommend that you consult with professional legal or financial advisors to ensure compliance and appropriateness for your specific situation.