Differentiate your practice with a branded private market investment platform. Give clients access to tokenized alternatives, portfolio visibility, and secondary liquidity.
Broker-dealers and financial advisors face increasing client demand for alternative investments — private equity, real estate, sukuk, and other non-traditional assets. Yet the infrastructure to offer these products efficiently, compliantly, and at scale simply does not exist in most advisory practices. Each alternative investment requires separate onboarding, documentation, and reporting processes.
Clients who invest in alternatives through external platforms interact with those platforms directly — weakening your client relationship and reducing your visibility into their complete financial picture. There is no unified way to manage alternative allocations alongside a client's broader portfolio.
Fundraizerly enables broker-dealers and financial advisors to offer tokenized alternative investments through a branded platform that keeps the client relationship firmly in your hands. Manage client allocations, facilitate compliant transactions, and provide unified portfolio reporting — all under your brand.
Your clients access alternative investments through your platform, seeing your brand, your content, and your advisory context at every touchpoint.
Offer clients access to tokenized equity, real estate, funds, sukuk, and other alternatives through a single interface with unified reporting.
Automated suitability checks, accreditation verification, and KYC/AML workflows ensure every client interaction meets regulatory requirements.
Unified view of all tokenized alternative holdings with real-time valuations, performance history, and distribution tracking
Automated investor qualification workflows ensuring each client meets the requirements for the investments they access
Curate offerings from multiple issuers, each with independent terms and compliance requirements, available to your client base
Enable clients to trade their alternative positions peer-to-peer, providing the liquidity that distinguishes your offering from traditional alternatives
Full branding control ensures clients interact with your firm's identity throughout the investment lifecycle
Generate client statements, ownership certificates, and tax documentation for alternative holdings
A wealth management firm deploys Fundraizerly as a branded alternatives platform, offering clients curated access to tokenized real estate, PE fund interests, and sukuk with unified portfolio reporting and secondary liquidity.
A broker-dealer uses the platform to distribute tokenized fund units from multiple asset managers to its institutional client base, managing subscriptions, compliance, and reporting centrally.
Keep alternative investment relationships within your practice rather than losing them to external platforms
Offer digital, liquid alternative investments that most advisory practices cannot provide
Automate onboarding, compliance, and reporting for alternative allocations
New advisory fees and distribution revenue from alternative investment facilitation
Smart contract-level enforcement of suitability, accreditation, and transfer restrictions
See how Fundraizerly can transform your operations with institutional-grade infrastructure.