J.P. Morgan recently highlighted the immense potential of a "supermarket for alternative assets," likening it to the transformative impact mutual funds had on the investment landscape three decades ago in a report highlighting Schwab’s forthcoming alternative investment platform.
Schwab’s platform will undoubtedly help shape the future of wealth management, but Templum is already offering the infrastructure that major players such as Schwab aspire to build. With capabilities designed to enhance distribution, facilitate transactions, and lower entry barriers, Templum is leading the charge, delivering a true, one-stop shop with high-value opportunities, operational efficiencies, seamless execution, enhanced liquidity, and secondary trading through robust, scalable solutions – today, not tomorrow.
Unlocking Access – Today
One of the key takeaways from the J.P. Morgan analysis is the potential for Schwab to open up alternative investments to a broader range of investors, including those outside of institutional settings. Templum has already achieved this, enabling wealth managers to offer a variety of private market opportunities and seamless execution to investors through an efficient, agile platform, making investing in private markets as easy as it is in public markets. Templum is committed to democratizing alternative asset investing. This isn't a future vision – it’s happening now.
Templum’s solutions start with onboarding, including accreditation checks, KYC/AML and data rooms – and continue all the way through investment selection, execution and ongoing reporting – managing the full investment lifecycle on a single platform. Meanwhile, the Templum One private alternatives ecosystem brings select investments to a network of partners that want to offer investors access to the world’s most sought-after private assets. Templum One connects issuers and asset managers to new wealth channels while automating such processes as onboarding, risk management, and capital calls.
Private alternatives are currently highly fragmented across participants with different levels of access, automation and data. This makes investing and trading challenging, with users needing to navigate multiple platforms, data standards and protocols. Templum translates these into dynamic workflows that allow clients to have a single, retail-like user experience – integrated and connected. By seamlessly integrating alternative assets into the broader wealth management ecosystem, Templum is revolutionizing how investors approach private markets.
Schwab’s desire to expand further into the alternatives market is poised to unlock value for its investors, but the operational efficiencies of Templum’s infrastructure solutions are already here. By leveraging cutting-edge technology, RIAs, wealth managers and investment platforms can efficiently increase access to alternative assets not previously available to their investors, while asset managers can reach previously untapped wealth channels. In today’s competitive landscape, Templum is helping firms drive efficiencies, maximize returns, reduce risk and optimize processes.
As Schwab and other traditional financial giants begin to embrace the potential of alternatives, Templum’s early mover advantage stands out. Templum is not just keeping pace with industry changes; it is setting the pace.
Ready to join the future of investing? Reach out to our team at sales@templuminc.com to learn more.
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