Alternatives operations, built in.

Asset Class gives RIAs the digital infrastructure to bring private capital and alternative investment offerings to market quickly. The platform handles fund marketing via secure data rooms, digital client onboarding, subscription processing and ongoing investor communications, all within a compliant, auditable system. Athena, the AI layer of Asset Class, extracts key terms from signed subscriptions, chases KYC and AML checks to completion, and drafts each client's reporting with every figure cited, ready for your team's sign-off.

Yes, an RIA can manage multiple private offerings for different clients in Asset Class. The platform supports many funds and investment vehicles in one place, with a separate client roster for each vehicle. Every client gets access to a branded investor portal that shows only their relevant investments and documents.

Yes, Asset Class helps RIAs meet their compliance and record-keeping obligations. It maintains a complete, immutable audit log of all client interactions, subscription activity, document delivery, and communications. This supports RIAs' books-and-records requirements and makes regulatory examination responses significantly easier to prepare.

Yes, Asset Class keeps RIA client files current with ongoing KYC, AML and sanctions screening after onboarding. Athena, the AI layer of Asset Class, flags anything expiring or out of policy, drafts the renewal requests and filings, and routes each case to your compliance officer, who makes the decision. Every action, approver and timestamp is recorded, so the audit trail is ready whenever an examiner asks.

Yes, Asset Class gives every team member a permission profile, so your firm controls which client records each adviser can view and act on. Athena, the AI layer of Asset Class, inherits those permissions: an adviser's agent can see and act only on data that adviser is permitted to reach. On the client side, strict per-client entitlements mean each client sees only their own positions, statements and documents.

Yes, Asset Class tracks soft-circles, commitments and allocations for each RIA client against each fund, along with the status of every client's documents. Your whole team works from one live pipeline across every offering. Athena, the AI layer of Asset Class, keeps a probability-weighted view of each offering up to date, flags stalled commitments and drafts follow-ups for the adviser to approve.