Top RIAs Balentine, Morton Wealth, NewEdge Wealth embrace +SUBSCRIBE Unified Alternative Investments Platform

Top RIAs Balentine, Morton Wealth,
NewEdge Wealth embrace +SUBSCRIBE
Unified Alternative Investments Platform

We are excited to share that Balentine and Morton Wealth are the latest RIAs to adopt +SUBSCRIBE®, joining fast growing NewEdge Wealth and over 300 RIAs that are expanding use of our investor onboarding and electronic subscription document technology to centralize their private fund investments.

In adding our technology, each firm and over 300 RIAs have the common goal of delivering an innovative digital experience for private fund investor onboarding, subscription document processing, and order workflows to their UHNW clients.

+SUBSCRIBE provides institutional investors, fund managers, and service providers with the alternative investment industry’s leading order management system for alternative product transactions. The platform services include reusable universal investor profiles, eSubDocs, centralized order workflow and data integrations with all stakeholders – delivered through an open-architecture, API based, and inter-operating system.