A proposal for Acme Wealth to bring private credit, real estate, and PE into your client portfolios — without breaking your operations, your reporting, or your reconciliation.
The retail alternatives wave isn't coming — it's here. Across $1M+ households, demand has tripled in five years. The question isn't whether to offer alts. It's whether you'll offer them, or your competitor will.
Acme's already heard them. They're real. They're also solvable.
Alts don't sit with Schwab or Fidelity. Reconciliation breaks every quarter end. Your CFO loses a day per fund.
Capital calls, K-1s, NAV lag, valuation timing — none of this fits in Tamarac, Orion, or Black Diamond out of the box.
"I need it next year" + "7-year lockup" = uncomfortable client conversations your advisors don't want to have.
Based on the trajectory of three RIAs we've onboarded with similar size and book composition.
Same workflow they use today for equities. Add alts in two clicks during the planning conversation. Reporting handled.
A new revenue line that doesn't require new headcount. ~70-80 bps additional advisory revenue on alts AUM.
"It feels like alts have always been part of our platform. My advisors stopped seeing them as a separate thing. That's the test."
Each phase has a clear exit criterion. You can pause or back out at the end of any of them, no fee.
Map your Schwab/Fidelity custody setup. Test data flow into your reporting system with one fund. Confirm with your CFO before going further.
Five hand-picked advisors run client conversations using the Aqua platform. We refine based on their feedback. Goal: $25-50M committed AUM.
Train the rest of your advisor team. Ongoing — quarterly business reviews, fund pipeline updates, performance reporting integrated into your existing reviews.
In 2020, 22% of HNW households held alts. Today: 67%. The pace is accelerating, not slowing. Your clients aren't asking yet — but they will. Acme's already getting the early signals (23% inquiry rate from your last survey).
In 2024, alts platforms reached parity with traditional custody for reconciliation, reporting, and minimums. The "operational nightmare" excuse is no longer valid. Your peers (LPL, Carson, Mariner) already offer alts. Doing nothing isn't neutral.
Acme has 18-24 months before alts become table stakes. The firms that move now compound the lead. The firms that wait will spend that time playing catch-up while their clients get poached. We've watched this play out four times in the last 18 months.
A structured discovery session with David from our team and a solutions architect. We'll review your specific advisor mix, current custody, top-ARR opportunities, and walk through what Phase 1 would look like for Acme specifically.
Two 30-minute slots open this week — Wednesday 2pm ET and Friday 10am ET. Or reply with what works for Sarah's calendar and we'll match.
Book a discovery call →