Sekond, an independent alternative investments intelligence platform for RIA research and wealth management teams, launched its Research Platform, a new offering designed to help research teams recommend alternative investments in semi-liquid funds with confidence. As part of the Sekond alternative investments intelligence platform, the Research Platform provides research teams an easy way to find, monitor, and communicate about the semi-liquid funds on their product shelf.
Over the past decade, semi-liquid funds investing in private credit, real estate, private equity and infrastructure have become one of the main ways wealth advisors bring alternatives to their clients. As the market grows, so does the work on both sides of the firm. Research teams must evaluate a crowded field of complex funds, monitor funds after they’re approved, and educate advisors and clients about these products. However, most of the information available to research teams comes from the manager’s own marketing materials or raw SEC filings. This process puts a burden on the research team to collect information when building an independent view on a fund. It’s a structural barrier that hampers adoption and usage of alternatives among advisors and clients.
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Sekond’s Research Platform resolves this bottleneck by bringing the industry’s most comprehensive semi-liquid dataset with verified insights directly to the research team. The platform fits seamlessly into the modern workflow of the research team, helping them explore available products, build watchlists, and create product shelf lists. Research teams have access to hundreds of metrics on demand to build custom views that update automatically with real-time information.
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