Altcase Partner

Altcase Partner – Empowering Private Market Advisors Altcase Partner is a dedicated platform for wealth partners, advisors, distributors, and private market professionals who want to offer exclusive investment opportunities to their clients. Manage client onboarding, execute transactions, track commissions, and monitor portfolios through a seamless and secure digital experience. ENABLE ACCESS TO INVESTMENT OPPORTUNITIES Pre-IPO Shares Help your clients access investment opportunities in leading private companies before they list on stock exchanges. Initiate purchase and sell transactions seamlessly through the platform. Curated Investment Baskets Offer clients diversified exposure through thoughtfully curated baskets of private market opportunities spanning multiple companies and sectors. Alternative Investment Opportunities Provide clients access to carefully selected alternative investment opportunities and products managed by experienced fund managers. WHY CHOOSE ALTCASE PARTNER? • End-to-End Digital Platform – Manage your private market business from client onboarding and documentation to transaction execution and portfolio tracking. • Client Management Made Easy – Maintain client profiles, investment activity, transaction history, and portfolio information from one centralized platform. • Execute Transactions Efficiently – Initiate purchase and sell requests for eligible investment opportunities on behalf of your clients through a streamlined workflow. • Commission & Earnings Tracking – Monitor commissions, transaction activity, and business performance with complete visibility. • Research & Insights – Access company information, investment insights, and relevant data to support informed client conversations and investment decisions. • Portfolio Tracking – Track client investments, holdings, and portfolio performance through a single dashboard. • Dedicated Partner Support – Receive assistance from the Altcase team whenever required. WHY OFFER PRIVATE MARKET INVESTMENTS TO YOUR CLIENTS? • Access high-growth companies early, before they potentially enter public markets • Enhance portfolio diversification beyond traditional asset classes • Unlock unique opportunities often unavailable through public market channels • Strengthen client relationships with differentiated investment offerings • Grow your advisory business and create additional revenue opportunities HOW ALTCASE PARTNER WORKS 1. Sign in using your authorized partner account 2. Complete client onboarding and documentation 3. Explore available investment opportunities 4. Initiate investment or sell transactions on behalf of clients 5. Track transaction status and client portfolios 6. Monitor commissions, earnings, and business performance 7. Stay updated with new opportunities and platform announcements WHO IS THIS APP FOR? • Independent Financial Advisors (IFAs) • Wealth Managers • Investment Distributors • Private Market Advisors • Financial Consultants • Relationship Managers IMPORTANT INFORMATION Access to Altcase Partner is available only to authorized partners. Altcase facilitates access to private market investment opportunities. Private market investments involve risks including liquidity risk, market risk, counterparty risk, and potential loss of capital. Partners should assess product suitability and ensure compliance with applicable regulations before facilitating transactions. Companies available on the platform may not list publicly and may not generate returns as expected. Past performance does not guarantee future results. Privacy Policy: https://altcase.com/privacy Terms & Conditions: https://altcase.com/terms-conditions