| - High Ticket Sizes: $50K–$250K minimums for private equity, real estate syndications, or private credit funds—shutting out many clients.
| - Low Minimums: Invest in tokenized offerings starting as low as $5,000 per position, enabling broader client participation and smoother portfolio diversification.
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| - Manual KYC/AML & Accreditation: Paper forms, mailed IDs, and repeated checks for each new deal—costing days or weeks.
| - Integrated Digital Compliance: One-time KYC/AML and accredited-status checks via Simplici—clients onboard in 24–48 hours. All documentation stored on-chain for instant auditability.
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| - Multiple Portals & Spreadsheets: Advisors juggle several custodians and external reporting tools, manually reconciling holdings across accounts.
| - Unified Dashboard: Manage all clients’ allocations—traditional and alternative—in one screen. Role-based access lets you delegate tasks while maintaining oversight.
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| - Delayed, Error-Prone Reports: Pulling data from multiple custodians leads to stale, inconsistent client statements—hindering timely decision-making.
| - Real-Time Analytics & Reporting: Generate consolidated client statements, performance charts, and tax summaries with one click. Receive instant portfolio alerts for rebalancing or compliance events.
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| - Reactive Compliance: Advisors scramble to meet Form D and Blue Sky deadlines, often requiring outside counsel or third-party services—piling on extra legal fees.
| - Automated Filings & Documentation: Liquidity auto-generates Form D, Blue Sky, and state-level filings; each document is time-stamped and stored securely. Dedicated support team handles regulatory questions proactively.
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