Nuveen’s new offering puts client on-boarding, account opening and investing in alternatives into a single platform. Advisors can monitor investment activity within accounts, access documentation and disseminate educational and marketing materials through a central dashboard.
The tool provides a secure, compliant investment process backed up by full-service support from Nuveen’s client service team. Created in partnership with New York-based Artivest, the new digital platform will be available to RIAs, banks and family offices serving the high-net-worth market segment.