OpenAlt – premier platform for private placements
OpenAlt – The World’s First Collaborative Due Diligence Platform
The Client
The Entrust Group is the premier provider of account administration services for self-directed IRAs and other tax-advantaged, self-directed savings accounts. For nearly 40 years, The Entrust Group has provided account administration services for self-directed retirement accounts and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds and can administer the buying and selling of assets that are typically unavailable through banks and brokerage firms. These assets include residential and commercial real estate, secured and unsecured notes, limited liability corporations, precious metals, mortgages and more.
The Project
The World’s First Collaborative Alternative Investment Due Diligence Platform.
The mission of OpenAlt is to help financial intermediaries secure sustainable growth through the prudent application of due diligence and compliance protocols. That’s why we’ve developed the world’s first collaborative alternative investment due diligence platform.
Features
- Investment dashboard and marketplace for private placement offerings
- Library of Due diligence templates and questionnaires
- Automated subscription process with built-in KYC and accreditation status check functionality
- Best- in-class and regulatory-compliant Due Diligence workflow with audit trails and automatically generated reports
- Direct custodial integration with seamless access to the IRA and 401k investors and qualified capital
- Third party investment reports and reviews
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Technologies
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