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TECHNOLOGY PROVIDERS Alternative Investment Platforms
+SUBSCRIBE
Unified Alternative Investments Platform
Over the last 18 months, +SUBSCRIBE has enhanced its unified alternative investments platform for wealth management firms by adding a number of functionalities that support the entire life-cycle of workflows for large complex wealth managers. For example: 1. Advisor education (e.g. private equity, real estate, etc) 2. Account pre-qualification (e.g. support for REG BI requirements, etc) 3. Product saleskit delivery (e.g. customized control delivery of PPMs) 4. Order validations (e.g. to reduce errors, compliance controls) 5. System
integrations (e.g. APIs with custodians, softwares) These initiatives have made +SUBSCRIBE the leading solution of choice for large wealth firms such as Ameriprise, Jefferies, Sanctuary Wealth, Oppenheimer, CIBC, William Blair, and over 500 RIAs. As well as, leading fund managers such as Blackstone, Apollo, Ares, Starwood, and StepStone.
+SUBSCRIBE, the leading order management system for alternative product transactions, allows any LP, GP, or SP to compliantly mobilize and digitize their investor onboarding processes and fund subscription documents in minutes. The technology ushers in the digital transformation of the private markets with the leading unified private markets platform available to institutions and wealth management firms in the market today by transacting billions of dollars’ worth of subscriptions. It serves over 4,000 institutional and wealth LPs, 700 GPs, and 4,000 of their fund offerings, and is integrated with over 400 service providers, from law firms to fund administrators, among others. Rafay Farooqui is the Founder and CEO of +SUBSCRIBE, the leading enterprise software company that is powering alternative investments for institutional allocators, sponsors, and service providers. Prior to +SUBSCRIBE, in 2009 Rafay co-founded CAIS, a fintech company offering a menu of curated alternative investment funds to wealth management firms.
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*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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