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Artivest streamlines reporting integration with major custodians

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Artivest, a technology-driven investment platform that provides investors access to best-in-class alternative investment funds, has implemented new initiatives to enhance its offering to financial advisors and their qualified clients.

Artivest has joined the Depository Trust and Clearing Corporation's Alternative Investment Product Services (DTCC-AIP) platform, thereby integrating reporting for its vetted selection of premier funds with major custodians such as Schwab, TD Ameritrade, Pershing, and Fidelity. DTCC-AIP automates and standardises transactions between funds and participants in the alternative investment space.
Additionally, Artivest has coordinated directly with custodians and advisors to spare clients the administrative fees typically associated with such investments. "Artivest strives to make alternative investments as frictionless and transparent as possible for advisors and their qualified clients," says James Waldinger (pictured), CEO of Artivest. "The challenge lies in accessing the highest quality product without taking on extra logistical burdens and fees. In coordination with partners like DTCC and many major fund custodians, we are leveraging technology to create the most efficient solution for alternative managers and investors."  
In accordance with Artivest's open-access philosophy, the firm's latest initiatives enable clients to participate on equal footing in Artivest's fund offerings, without facing disadvantages based on their choice of custodian. Artivest, an industry leader in digitising and optimising the advisor experience, is also collaborating with DTCC and its members on efforts to standardise the automation and electronic submission of subscription documentation for all DTCC-member alternative funds.
As technology continues to transform alternative investment distribution models, Artivest executives will present on a range of topics in the months ahead related to their experience with technology integrations among custodians, asset managers, and wealth advisors. For information about upcoming engagements, including the Markets Group Private Wealth Forum, the Family Wealth Report Fintech Summit, and the Montgomery Summit, follow

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