Adding $5 million in Assets in 60 days with AET 

Challenge:

Columbia Advisory Partners needed to meet their growing demand for alternative investments but did not have adequate custodial or technical support to reach their goals.

The desired solution would:

• Automate and streamline client onboarding
• Provide platform for collecting and managing investor funds
• Offer customizable reporting tools and asset valuation
• Ensure regulatory compliance and manage risk effectively
• Integrate with their existing TAMP environment

The solution:

Powered by AET’s Qualified Custody, Columbia was able to streamline their entire investment lifecycle – from fundraising to distributions.

AET’s white-label investment management environment made it easy for Columbia to integrate the platform into their existing process, so they didn’t need to engage multiple vendors to support their investments.  

Outcomes

As demand for alternative investments grew, Columbia Advisory Partners needed stronger custodial and technology solutions to keep pace with their clients’ needs. AET filled that gap.

Zero to Sixty:

Within 60 days received the support they needed to close funding on a $5 million private real estate deal.

$20m Valuation:

Estimates show the multi-family housing project will have a completion value of $20 million.

Just Getting Started

Columbia Advisory Partners have already launched their second private funding campaign with AET.

Explore true Custom RIA Investing with AET

Get in touch to schedule your demo today.