Alternative asset interest is on the rise

SURVEY REVEALS AUTOMATION GAP HOLDING BACK PRIVATE MARKET GROWTH

Why Must Alts Evolve to Serve Wealth Managers?

Automation allocations (and, technology needs)
are on the rise.

Operational complexity. Those two words sum up the pain points revealed by Alts Watch and Templum’s newly released survey of wealth managers, family offices, and investment platforms. Yet, while these managers are overseeing billions in client assets, there are technological solutions available to make transactions easier.

The survey predicted the rise of operational headaches by noting the growing demand for alternative allocations increase by 400%. It represents trillions of dollars in AUM.

WHAT IS DRIVING THE RISE IN ALTERNATIVE ALLOCATIONS?

Diversification (71%)
Enhanced returns (64%)
Access to unique investment opportunities (57%)

WHAT DOES THE RISING DEMAND IN ALTERNATIVES HAVE TO DO WITH SAAS TECHNOLOGY?

Sustainable Growth.

Wealth advisors and asset managers are already time-constrained with their current workloads. Specifically, wealth managers point to investor onboarding, investment due diligence, and ongoing investor services as the major culprits stealing time.

With the heavy lift of alternative assets investments already overwhelming the current workflow, how are managers going to meet the growing demand from a rapidly growing class of investors?

Automation. Technology. In one word, SaaS.

Survey results point to increased allocations for regulatory and solution investments

Learn more about Templum One & TaaS. >>

AUTOMATION TECHNOLOGY, A ROBUST SAAS OFFERING WILL ENABLE INVESTMENT MANAGERS TO SERVICE THE SURGE OF NEW INVESTORS AND INTEREST IN ALTERNATIVES.

(Without it, the industry will be constrained with ten times the paperwork for each new investor in the onboarding process.)

KEY SURVEY FINDINGS

Big Changes Predicted for Private Markets & Alternatives Investing.

Nearly 70% plan to increase alternatives’ allocations in the next 18 months.

55% of capital is expected to flow directly into private companies.

Organizations are Preparing for the Surge in Investors.
50% of organizations are “very likely” or “somewhat likely” to invest in further automation within the next 12 months.

Investors want improved access without the bureaucratic layers and fees.

Lack of Investor Knowledge Weighs Heavily on Managers.
54% of wealth management firms are concerned about their clients not having enough information or product knowledge for investing.

Managers Prioritize Direct Relationship with Investing Clients.
Managers are spending too much time managing alternative investments.

They are looking for SaaS solutions with a seamless experience and great UI.

Read the full report

SURVEY REVEALS AUTOMATION GAP HOLDING BACK PRIVATE MARKET GROWTH

Why Must Alts Evolve to Serve Wealth Managers?

Automation allocations (and, technology needs) are on the rise.

​WHAT IS DRIVING THE RISE IN ALTERNATIVE ALLOCATIONS?

​

WHAT DOES THE RISING DEMAND IN ALTERNATIVES HAVE TO DO WITH SAAS TECHNOLOGY?

Sustainable Growth.

Learn more about Templum One & TaaS. >>​

(Without it, the industry will be constrained with ten times the paperwork for each new investor in the onboarding process.)

KEY SURVEY FINDINGS

Big Changes Predicted for Private Markets & Alternatives Investing.​

Organizations are Preparing for the Surge in Investors. 50% of organizations are “very likely” or “somewhat likely” to invest in further automation within the next 12 months.​​ Investors want improved access without the bureaucratic layers and fees.​

Lack of Investor Knowledge Weighs Heavily on Managers. 54% of wealth management firms are concerned about their clients not having enough information or product knowledge for investing.​