SUBSCRIBE

Glenmede Joins SUBSCRIBE to Digitally Transform and Centralize Alternative Investment Workflows #esubdocs We are proud to announce that The Glenmede Trust Company, N.A. (“Glenmede”), one of the nation’s leading investment and wealth management firms, overseeing $45.5 billion of assets under management, has joined SUBSCRIBE to enable digital onboarding and subscription document workflows for their clients who invest in private market funds. The implementation will help the firm consolidate alternative investment products, processes, and data onto a robust alts operating system. “Glenmede’s commitment to digitalization of our private markets program is significant, and this partnership is a testament to our strategic vision to provide our clients with unparalleled efficiency,” said Brian Smeddy, CFP®, Director of Investment Management Solutions at Glenmede. “Through the integration of SUBSCRIBE, we aim to redefine industry workflow standards and empower our clients with enhanced capabilities to navigate the operational complexities of private funds with ease.” “The SUBSCRIBE operating system for alternative investments reduces the manual burden of managing an institutional private markets program,” said Rafay Farooqui, Founder and CEO of SUBSCRIBE. “Since 2015, our state-of-the-art technology has been an industry leader helping organizations digitally transform and gain control over their alternative investments. We are further excited by the growing adoption of our unified alternative investments solution within the Bank & Trust segment of the industry.” Read More: https://bit.ly/3UqPFQh Alexander L. Woodson #alternativeinvestments #wealthmanagement #financialadvisors #OCIO #digitaltransformation #fintech #privatemarkets #privateequity #bankandtrusts

We are proud to welcome Blackstone to +SUBSCRIBE®, the leading electronic subscription document platform for the alternative investments industry. #esubdocs We are excited to announce that certain Blackstone vehicles have joined the +SUBSCRIBE® platform — with the goal of providing an innovative digital experience for investor onboarding, electronic subscription documents, and order workflows to their investors and their perpetual fund offerings. Our eSubDocs platform streamlines fund subscriptions for investors and PE fund managers and service providers alike. Our central order management system for alternative product transactions is a critical technology infrastructure offering the most efficient investor onboarding and capital raising experience. https://lnkd.in/eTsck4ja

We are thrilled to announce that SUBSCRIBE Founder & CEO Rafay Farooqui has been named as a finalist in the 2024 RIA Intel Awards in the category of Industry Advocate of the Year 🏆 https://lnkd.in/ez7D_F35 Thank you for the esteemed recognition and congratulations to all the finalists! #wealthmanagement #RIAs #privatemarkets #awards #esubdocs

Leon Capital Group joins SUBSCRIBE Delivering An Innovative Digital Investor Onboarding Experience for Fund Investors #esubdocs We are excited to announce that Leon Capital Group, a holding company overseeing $10 billion of private capital, has joined the SUBSCRIBE platform — with the goal of streamlining the operational processes for alternative investment transactions including onboarding, electronic subscription documents, and order workflows for their investors. "Leon Capital is excited to partner with SUBSCRIBE and leverage their innovative platform to streamline our alternative investment transactions. Together, we're paving the way for a seamless digital onboarding experience for our fund investors," said Cory D. Calvert, Head of Capital Formation, Leon Capital Group. SUBSCRIBE provides institutional investors, fund managers, and service providers with the alternative investment industry’s leading order management system for alternative product transactions. The platform services include reusable universal investor profiles, E-SubDocs, centralized order workflow and data integrations with all stakeholders – delivered through an open-architecture, API-based, and inter-operating system. Thank you Brady Gallagher Tom Dempsey Molly V.! #privatemarkets #privateequity #fintech

AllianceBernstein Selects SUBSCRIBE to Chart Digital Transformation Journey for Alternative Investments AllianceBernstein has joined the SUBSCRIBE platform — with the goal of providing an innovative digital experience for investor onboarding, electronic subscription documents, and order workflows to their investors. “Alternative investments are a growing part of the solution set we offer to clients. Today, AB manages more than $60 billion across our private credit, real estate, and hedge fund solutions businesses. SUBSCRIBE will play a key role in improving access for advisors and removing operational frictions that would historically limit broader adoption in their client portfolios,” said AB Head of U.S. Retail Mark Gessner, CIMA®. “We are privileged to work closely with AB to push forward their private markets digital transformation strategy,” said Rafay Farooqui Founder and CEO of SUBSCRIBE. “As wealth advisors look to reduce volatility and improve returns, they are including a healthy allocation to private markets. This migration from the traditional 60/40 portfolio to a 40/30/30 private alternatives enhanced portfolio stands to deliver over $10 trillion to alternative investments managers over the next decade. Our operating system offers the most complete solution for all firms to successfully manage this growth.” SUBSCRIBE has created a simpler, more efficient alternative investing experience for wealth management firms and their financial advisors by empowering them to transact, manage, and monitor all their alternative funds in one place, regardless of where they may have been sourced. The platform centralizes all investor data, any fund, and makes digital fund investment operational workflows that financial advisors need to scale their allocations to the private markets. https://bit.ly/4cnxqCc Mark Filstrup Darren R. Andrew B. Ashton Wilkes #alternatives #wealthmanagement #financialadvisors #assetmanager #privatecredit

SUBSCRIBE has been named a Finalist in 2024 The Drawdown Awards for Best Investor Relations Technology. #esubdocs 🏆 https://lnkd.in/gcGBjKub

Truly enjoyed Institutional Investor’s Alternatives in Wealth Management Forum 2024 this week. We had a full house at Dallas’ Hottest Dining Venue. Special thanks to our dinner co-hosts Ares Management Corporation’s Brook Wu and FS Investments David Heflin, CIMA®, CFP®. Cerity Partners Karim Ahamed Caprock Christopher Schelling Southbridge Advisors Louis J. Brown Kevin Sagui RBC Wealth Management Megan Gorman, CFA Evercore Wealth Management, LLC Brian Pollak LVW Advisors Jeff Wagner Ellevest Sylvia S. Kwan, CFA, CAIA Molly V. Pedro Aiala F.L.Putnam Investment Management Company Brian Reich Michael Boensch View Capital Advisors, LLC Ken Shoji Wealthspire Advisors Chris Maxey, CAIA Simon Quick Advisors, LLC Jack Mahoney, CFP® The Mather Group, LLC Stephen Biggs, CFA, CAIA, CFP® Gabriel Gavilanes Lauren Feldman #alternativeinvestments #wealthmanagement #esubdocs

Pre-Trade, Trade, Post-Trade: The operating system required to manage an alts program at the Institutional Investor Alternatives in Wealth Management Forum 2024. Simon Quick Advisors, LLC's Jack Mahoney, CFP® moderated the discussion w/ The Mather Group, LLC's Stephen Biggs, CFA, CAIA, CFP®, F.L.Putnam Investment Management Company’s Brian Reich, and SUBSCRIBE Founder & CEO Rafay Farooqui as they touched on: - the wealth firm's digital transformation journey - rising costs in using legacy alts platforms - building the wealth firm alts tech stack #digitaltransformation #wealthmanagement #alternativeinvestments

Why Wealth Managers need Private Equity Now? Fantastic closing discussion in Dallas at the Institutional Investor Alternatives in Wealth Management Forum 2024. Stephen R. Brennan of Hamilton Lane and CAIA Association’s William J. Kelly, CAIA make the case for PE in 5 points: - 87% of $100m+ revcos are privcos - Pubcos count is down big over 20 years - Privcos are staying private longer - Private investors reaping most value creation - PE for 22 vintage years outperformed PUBEQ #privateequity #wealthmanagement #rias

Opportunities in Infrastructure Investing: The Case for Renewables presented by The Carlyle Group’s Dan Abbott at Institutional Investor’s Alternatives in Wealth Management Forum 2024 was a “transformational” way to kick-off the conference in Dallas. Thank you to our partners Shane Plunkett, Sofia Flynn, CFP®, Christa Ceconi, Lauren Feldman, Hannah Quapp, and Bob Edmunds for putting this together. #wealthmanagement #RIAs #infrastructure #renewables #esubdocs