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Technology For Alternative Investments In Retirement Accounts
Assuring Compliance and Accelerating Growth
Rooted In Data
Capturing data surrounding non-standardized assets is at the core of solving for growth as well as eliminating the problems related to alternative investments in retirement plans. Information about the structure of these assets, the parties involved in their acquisition and disposition, as well as their ongoing activities need to be understood by stakeholders.
It starts with simple questions.......
Simplified and condensed into logic enabled smart forms, Vetted collects the needed information about non-standardized assets. The perspective is from multiple types of stake-holders, use cases and purposes.
Demo vid
Solving For
Home: Portfolio
Currently providing free access to the beta version of the permissibility scrubbing tool.
Request access to the beta for your organization.
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