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Private Wealth Daily

Alternatives platforms

Platforms that give advisors access to alternative investments and run their subscriptions and operations.

33 vendors · Updated October 26, 2026

News on Alternatives platforms in your edition and on My Desk.
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Private-investment document collection and data platform for wealth firms

  • Family offices
  • RIAs
  • Banks and trust companies

Alternatives platforms15 integrationsCustom quote

PitchBookIn the news

Private capital market data and research on companies, deals, investors, funds and limited partners

  • Asset managers

Data & research7 integrationsCustom quote

Alkymi

AI document processing that turns private markets and wealth documents into structured data

  • Asset managers

Alternatives platforms7 integrations

Allocate

Private markets fund, SPV and portfolio platform for wealth advisors

  • RIAs
  • Asset managers

Alternatives platformsCustom quote

Blue Vault

Research portal with performance data on non-traded REITs, BDCs, interval funds and DSTs for advisors

  • Broker-dealers
  • RIAs

Data & researchFree

Intapp DealCloud

Deal, relationship and distribution CRM for private capital firms and family offices

  • Family offices
  • Asset managers

CRM2 integrationsCustom quote

Percent

Private credit marketplace for RIAs, family offices and accredited investors

  • RIAs
  • Family offices

Alternatives platforms

PreqinIn the news

Private markets data, benchmarks and research on funds, managers, investors and deals

  • Asset managers
  • Insurance
  • Banks and trust companies

Data & research4 integrationsCustom quote

Vidrio Financial

Managed data services and portfolio software for alternative investment allocators

  • Family offices
  • Asset managers

Family-office technology2 integrationsCustom quote

BitGoIn the news

Digital-asset custody, trading and wallet infrastructure for institutions and advisers

  • RIAs
  • Asset managers
  • Banks and trust companies

Custody & clearing

Chronograph

Private capital portfolio monitoring software for LPs and GPs

  • Family offices
  • Asset managers

Alternatives platforms3 integrations

First Rate

Performance reporting, data aggregation and billing software for wealth managers, broker-dealers and institutions

  • RIAs
  • Broker-dealers
  • Family offices
  • Asset managers

Portfolio management

FundCount

Accounting and investment reporting software for family offices and funds

  • Family offices
  • Asset managers

Family-office technologySubscription

iCapitalIn the news

Alternative investment, structured note and annuity platform for wealth managers

  • RIAs
  • Broker-dealers
  • Banks and trust companies
  • Family offices

Alternatives platforms2 integrations

InvestorFlow

Salesforce-based CRM for private markets fundraising and advisor-channel distribution

  • Asset managers

CRM6 integrations

LemonEdge

Fund and partnership accounting software for private markets and family offices

  • Family offices
  • Asset managers

Family-office technology1 integration

Mainstar Trust

Self-directed IRA and alternative asset custody for advisors and investors

  • RIAs
  • Broker-dealers

Custody & clearing4 integrations

PaxosIn the news

White-label crypto trading, custody and stablecoin infrastructure for financial firms

  • Broker-dealers

Custody & clearingCustom quote

PCR Insights

Custodial and alternative investment data aggregation for wealth firms

  • RIAs
  • Family offices
  • Banks and trust companies
  • Broker-dealers

Integrations & operations

Realized

1031 exchange and DST investment platform for advisors and investors

  • RIAs
  • Broker-dealers
  • Banks and trust companies

Alternatives platforms

TaurusIn the news

Digital asset custody, tokenization and trading software for banks

  • Broker-dealers
  • Banks and trust companies

Custody & clearing3 integrationsCustom quote

zerohashIn the news

API infrastructure for crypto trading, stablecoin payments and tokenization

  • Broker-dealers
  • Banks and trust companies

Custody & clearingCustom quote

Tick two to four vendors, then compare them side by side.

Alternatives platforms: questions to ask before you buy

  1. Which funds and managers are on the platform, and how are they selected?
  2. How do subscriptions, capital calls, K-1s and reporting work for the advisor and the client?
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Alternatives platforms in the news

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