Arman Salavitabar, CFA

Arman Salavitabar, CFA

Founding Partner, FundFront


Why Wealth Advisors Need a Powerful Tool for Managing Alternative Investments


Wealth advisors face increasing operational complexities in managing alternative investments. As the demand for these investment vehicles grows, logistical and operational challenges can significantly impede advisors’ ability to effectively serve their clients. This article explores the necessity for a powerful tool to streamline the discovery, research, and distribution of alternative investment opportunities, and how HUBS by FundFront provides a comprehensive solution.

Operational Challenges in Discovering Alternative Investment Opportunities

Data Management and Integration

The alternative investment sector is characterized by disparate data sources and formats, posing significant challenges in data management and integration:

  1. Fragmented Data Sources: Information about alternative investments is often scattered across multiple databases, platforms, and proprietary systems.
  2. Data Standardization: Integrating data from various sources necessitates standardizing disparate formats, a process that is both labor-intensive and prone to errors.
  3. Timely Access: Ensuring that data is current and readily accessible is crucial for making informed investment decisions.

Manual Processes

The discovery phase for alternative investments often involves laborious manual processes:

  1. Opportunity Identification: Manually searching for investment opportunities across various channels can be inefficient and time-consuming.
  2. Document Handling: Managing and reviewing extensive documentation, such as investment memos, prospectuses, and legal documents, can be cumbersome.
  3. Communication: Coordinating with multiple stakeholders, including fund managers, custodians, and service providers, often requires numerous back-and-forth communications.

Research and Due Diligence: The Need for Automation and Efficiency

Comprehensive Due Diligence

Conducting thorough due diligence on alternative investments is essential but operationally demanding:

  1. Risk Assessment: Evaluating the risk profile of alternative investments involves analyzing complex financial models and stress tests.
  2. Background Checks: Verifying the credentials and track records of fund managers and investment entities requires extensive research.
  3. Regulatory Compliance: Ensuring compliance with regulatory requirements necessitates meticulous record-keeping and reporting.

Data Analytics and Insights

Leveraging advanced data analytics and insights can significantly enhance the research process:

  1. Performance Analysis: Automated tools provide real-time performance analytics, allowing for more accurate and timely assessments.
  2. Benchmarking: Comparing investment opportunities against industry benchmarks and peer groups can be streamlined through integrated analytics.
  3. Predictive Modeling: Utilizing predictive models to forecast potential outcomes and risks can inform better investment decisions.

Streamlining Distribution and Client Servicing

Efficient Client Onboarding

Onboarding clients for alternative investments involves numerous operational steps that can be optimized:

  1. Know Your Customer (KYC) Compliance: Automating KYC processes reduces manual errors and speeds up client verification.
  2. Document Management: Digital platforms facilitate the secure exchange and storage of essential documents, improving operational efficiency.
  3. Client Education: Providing clients with easy-to-understand, comprehensive information about alternative investments enhances transparency and trust.

Subscription and Redemption Processes

The subscription and redemption processes for alternative investments can be complex and require robust operational support:

  1. Automated Subscriptions: Automating subscription workflows ensures that all necessary steps, from document submission to payment processing, are completed efficiently.
  2. Redemption Management: Streamlining redemption processes reduces the administrative burden on advisors and enhances client satisfaction.
  3. Reporting and Reconciliation: Automated tools generate detailed reports and reconcile transactions, ensuring accuracy and compliance.

HUBS: The Comprehensive Solution for Wealth Advisors

FundFront’s HUBS platform is designed to address these operational challenges by offering a centralized, automated solution for managing alternative investments. HUBS streamlines data integration, automates manual processes, and enhances due diligence capabilities, providing wealth advisors with the tools they need to efficiently manage alternative investments.

Bankable Products for Streamlined Distribution

A significant advantage of the HUBS platform is that it exclusively contains bankable products, which naturally streamlines the distribution process:

  1. Standardized Offering: Bankable products come with standardized documentation and compliance, reducing the complexity of distribution.
  2. Global Accessibility: These products can be easily distributed across global channels, enhancing reach and market penetration.
  3. Simplified Logistics: The inherent nature of bankable products simplifies the logistical aspects of distribution, making the process more efficient and less error-prone.

Key Features of HUBS

  1. Centralized Data Management: Aggregates data from multiple sources into a single, standardized format.
  2. Automated Processes: Reduces the need for manual intervention, minimizing errors and improving efficiency.
  3. Advanced Analytics: Provides real-time performance analysis, benchmarking, and predictive modeling.
  4. Streamlined Client Onboarding: Simplifies KYC compliance, document management, and client education.
  5. Efficient Distribution: Automates subscription and redemption workflows, ensuring smooth and timely transactions.


The operational complexities of managing alternative investments necessitate a powerful, integrated tool that can streamline discovery, research, and distribution processes. FundFront’s HUBS platform offers a comprehensive solution that addresses these challenges, empowering wealth advisors to better serve their clients and capitalize on the growing demand for alternative investments. By adopting HUBS, wealth advisors can enhance operational efficiency, reduce administrative burdens, and deliver superior value to their clients. Contact FundFront today to learn more about how HUBS can transform your advisory practice.

Written by:

Arman Salavitabar

Arman Salavitabar

Founding Partner, FundFront

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