The Silent Partner Driving Alternative Investing
February 26, 2026
Technology is no longer solely a back-office tool—it’s the invisible engine shaping the way advisors access, analyze, and allocate to alternatives
In today’s market, alternative investments are inherently complex: structures are layered, liquidity and timing differ across vehicles, and regulatory and reporting requirements continue to expand. Navigating this environment requires more than intuition; it demands integrated data, seamless workflows, and real-time insight.
Technology enables advisors to overcome these structural challenges.
- 72%of advisors now consider technology critical (up from 49% in 2015) (Cerulli)
- 40% potential automation reduction in subscription process time (Deloitte)
- 85% of advisors identify a lack of timely, integrated data as a top operational challenge (Deloitte)
Scaling Through Structural Complexity
Alternative investments introduce operational friction when managed manually. As allocations grow and portfolios become more sophisticated, complexity increases nonlinearly. Technology serves as a structural infrastructure to standardize workflows, centralize data, and embed oversight into the process.
In turn, technology reduces execution risk while enabling advisors to manage larger, more intricate allocations without a proportional rise in administrative burden.
Here are a few discovery questions for you to explore:
- How are you managing complexity as alternative allocations grow?
- What role does technology play in portfolio transparency today?
- Where does operational friction slow your alternatives investment process?
