MassMutual Adopts Subscribe’s Alternative Investment Platform to Help Centralize and Operate Private Market Offerings

MassMutual Adopts SUBSCRIBE’s Alternative Investment Platform
to Help Centralize and Operate Private Market Offerings

August 20, 2024 (Springfield, Mass.) –The SUBSCRIBE alternative investment technology platform that helps institutional and wealth manager firms digitalize, centralize, and operate their complex private market programs is now available to financial advisors affiliated with MML Investors Services, a leading independent broker/dealer and investment adviser subsidiary of MassMutual

“This is yet another example of our desire to elevate the advisor and client experience to set them up for a more successful future when allocating to alternatives,” said Vaughn Bowman, CFA, head of wealth management with MassMutual. “We are all about providing options to advisors to help clients secure their future, and adding quality alternative investments offered on the SUBSCRIBE platform to our portfolio further strengthens our shelf of offerings.”

• SUBSCRIBE’s platform provides advisors with a central venue on which to discover, research, transact, and operate investments across a curated menu of products, including private equity, private credit, real estate, and hedge funds.
• The platform integrates with any organization’s software ecosystem and its open-architecture technology offers support for the complicated investment document processing for1031 Exchange funds or DSTs, Exchange Funds, SMAs, and all other direct or feeder private fund offerings, no matter where a wealth management firm may source these products.
• Innovative compliance overlays allow for monitoring and supervision, validate advisor registrations, account pre-qualification and suitability, sales-kit delivery, and a myriad of additional firm-specific validations relating to concentration limits and state restrictions for each fund investment.
• Investment lifecycle support is available for all pre-trade and trade workflows, and further automating the collection of investment data and documents to deliver to downstream third-party systems, to support post-trade workflows.

“Our platform’s ability to integrate seamlessly with large complex wealth organizations and deliver a single super-platform that can centralize and operate any fund, any investor, anywhere in the world positions them, their clients, and fund manager partners for success,” concluded Rafay Farooqui, Founder and CEO at SUBSCRIBE.

About MassMutual (Massachusetts Mutual Life Insurance Company)
MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: we help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management and retirement products and services. For more information, visit www.massmutual.com.

Securities and advisory services are offered by MML Investors Services, a leading independent broker/dealer and investment adviser subsidiary of MassMutual founded in 1981.

About Subscribe
SUBSCRIBE is the leading provider of enterprise software solutions for fund managers, investors, and service providers that help enable the digital transformation of the private markets industry.  The company is the leading order management system and electronic subscription document technology for alternative product transactions. For additional information on how Subscribe is Powering Alternative Investments®, visit www.subscribeplatform.com and follow the company on LinkedIn.

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