One Portfolio, One View | Integrating Alternatives into Holistic Wealth Reporting
ON-DEMAND
This event is now available on-demand. To view the on-demand webcast click here to register.
Sponsored by:
As client demand for private market exposure accelerates, advisory firms are grappling with a new operational reality. Alternative investments, often managed in disparate spreadsheets, side systems, or disconnected portals, create significant challenges. This fragmented approach leads to delayed reporting, critical operational bottlenecks, and an incomplete, frustrating view of a client's total wealth.
Forward-thinking firms recognize that to scale and succeed, they must break down these data silos. The future of wealth management lies in creating a unified, seamless view of both traditional custodial assets and complex alternative investments.
Join us for a webcast where we will explore strategies to modernize your operations and deliver true holistic reporting.
You will learn:
- Why the rapid growth of private markets exposure demands a fundamental modernization of your operational infrastructure.
- How to identify and mitigate the risks of siloed alternatives data across reporting, compliance, and client communications.
- Best practices for efficiently managing complex document workflows, valuations, capital calls, and other lifecycle events.
- Actionable strategies for delivering holistic reporting that strengthens transparency, demonstrates value, and deepens client trust.
Don't let outdated processes hinder your firm's growth. Register now to learn how to build a robust, integrated framework that provides a single, comprehensive view of every client portfolio.
Featured Speakers: 
Scott Ferguson | Think Advisor Contributor | Touchpoint Markets
Scott Ferguson is the Director of Custom and Marketing Content for Think Advisor's parent company, Touchpoint Markets. Before joining Touchpoint in 2021, Ferguson held numerous editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He started his career as staff writer at both the Herald News and the Asbury Park Press.
Beginning his Black Diamond career in Operations, Brandon Parks developed a deep understanding of workflows and client needs, which continues to shape his approach to building effective solutions. Brandon has a BBA in Finance from the University of North Florida and specializes in managing large-scale data to drive innovative product strategies.
Beginning his Black Diamond career in Operations, Brandon Parks developed a deep understanding of workflows and client needs, which continues to shape his approach to building effective solutions. Brandon has a BBA in Finance from the University of North Florida and specializes in managing large-scale data to drive innovative product strategies.
Young started with the Aspiriant family while she was in college, working as a part-time administrative assistant for predecessor firm Kochis Fitz in 1992. After she graduated, Young took over Investment Operations and has led the team's growth from one person to more than 35 people today.
Register Now!
Can't attend? Register here for an on-demand recording after the webcast.