SUBSCRIBE Taps Alternative Investment
Specialists from Stifel and Raymond James
Seasoned Professionals Bring Over 15 Years of Collective Experience
in Private Market Product Management and Middle Office Operations Across
Wirehouse, Independent Broker-Dealer, and Hybrid RIA Wealth Management Organizations.
NEW YORK, NY – SUBSCRIBE, the leading order management system for alternative product transactions, announced today that Austin Hall and Brad Christian will join the firm as senior members of the business development and platform operations team effective in August 2022. The innovative technology platform for operating alternative investment programs which supports over 4000 institutional investment firms and 3000 private funds, has seen a surge in adoption by independent broker-dealer organizations over the past year.
“As more and more of the leading firms adopt our superior platform solution, having the best team in the industry is critical to our success,” said Rafay Farooqui, Founder and CEO at SUBSCRIBE. “We are thrilled to have Austin and Bradley join our team. Their experience in the independent broker-dealer wealth management channel, and deep expertise in alternative investment product operations will accelerate our business forward.”
The complexity of large IBD firms and their custom needs in managing a proprietary alternative investments program lends itself to SUBSCRIBE’s industry leading custom solution. The fintech firm has thrived, where incumbent platforms have struggled, in delivering robust capabilities and system integrations that solve for the many operational frictions firms face while scaling their private market allocations. Hall brings over 11 years of experience from Stifel and Barclays where he helped to manage the alternative investment platforms by assisting in the onboarding of leading fund sponsors and overseeing the internal launch and marketing of strategies to financial advisors.
“Having first-hand experience with many of the other solutions available to IBDs, I could not be more excited to join the team that is clearly building the leading alternative investment platform. I look forward to advancing SUBSCRIBE’s mission to power alternative investments for the entire industry,” said Hall.
Christian joins the firm from Raymond James where he was broadly responsible for coordinating fund manager and financial advisor relationships. In his most recent role, he acted as a lead operations specialist solely focused on over 25 private fund offerings on the Raymond James alternatives platform.
“SUBSCRIBE has delivered the most compelling alts operating system available to these large complex firms, and has delivered functionality where others have come up short. It’s a rare opportunity to be part of such a significant technological shift forward in the industry,” added Christian.
SUBSCRIBE’s order management system for alternative product transactions is a global institutional platform for operating private assets, serving both institutional and retail organizations. For platform customers in the IBD channel specifically, the secure enterprise grade technology centralizes all operational processes required while delivering alternative funds to wealth management clients. Services include the onboarding of custom product menus across direct and feeder funds, hosting training modules, enforcing investor pre-qualification and advisor Reg BI compliance, tracking prospectus and sales-kit delivery, investor onboarding, digital subscriptions and compliance workflows. It is further enabled with SSO authentication and integrates with systems such as Refinitiv BETA+, DTCC-AIP, and 100’s of service providers across custodians, fund administrators, law firms, and reporting softwares. Recently, the platform was also adopted by Sanctuary Wealth as their central hub for alternative investments.
About SUBSCRIBE
SUBSCRIBE is a provider of enterprise software solutions for allocators, sponsors, and service providers that enable the digital transformation of the alternative investments 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 and Twitter.
ABOUT SUBSCRIBE
SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund administrators. Our platform technology modernizes the archaic infrastructure of private fund investments by delivering a central operating system — catering to every role within the investment process empowering them to connect any fund, any investor, anywhere in the world on a single platform.
