Post by AlternativeSoft

80% of advisors say they allocate alternatives for clients. Across the broad RIA market, the actual implied client allocation sits at 0.78%. That gap is not explained by lack of demand. It is not explained by fee sensitivity or client hesitation. It is explained entirely by operational infrastructure — or the absence of it. The committed national RIA firms who have built the infrastructure to screen, construct, communicate and report on alternatives at scale are running at 11% to 22% average client allocations. Same market. Same clients. 28 times higher execution. Manual alternative asset data entry is eroding firm-level EBITDA margins by as much as 300 basis points for firms with over 25% AUM in alts. Capital account statements arriving as PDFs. Complex Excel files from fund administrators. Performance data that does not flow through custodian feeds. Every one of these requires manual reconciliation — and the cost compounds as the alternatives book grows. 44% of wealth managers say it is harder to research alternatives products than traditional investments. Without a unified database covering mutual funds, ETFs, hedge funds and private credit alongside 4,000+ statistics, every manager evaluation is a multi-hour manual research task that most advisor teams cannot sustain at scale. The advisors winning the alternatives race in 2026 are not those with the best manager relationships. They are those who can screen 500,000+ funds in seconds, build optimised multi-asset portfolios including alternatives in two clicks, generate AI-assisted client commentary in two minutes, and run white-labelled reports in batch — without drowning in data work. We published a full analysis of the alternatives capacity crisis today. If you run a wealth management firm and alternatives is either a current offering or a growth target — this is the framework that explains why scale is hard and exactly what the firms doing it well have built. https://lnkd.in/ephknJqC #WealthManagement #RIA #AlternativeInvestments #PortfolioConstruction #AdvisorProductivity #AlternativeSoft #PrivateCredit #HedgeFunds #FinancialAdvisors #WealthTech #AlternativesAllocation #AdvisoryFirms #InvestmentManagement BNY Pershing Fidelity Investments AIMA - The Alternative Investment Management Association