Platform Overview

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Platform Overview *

A Comprehensive Ecosystem

AltsPRISM is a comprehensive ecosystem designed to empower healthcare practitioners with seamless global access to private market opportunities. By integrating compliance, sourcing, dealing, and execution within a single platform, AltsPRISM streamlines every step of the investment process. Clients benefit from universal AML/KYC onboarding across your private markets investing; open-architecture fund marketplace; advanced portfolio management tools; robust research and data analytics.

With all these capabilities housed in one intuitive interface, AltsPRISM delivers a unified solution tailored to the unique needs of healthcare professionals seeking to navigate and capitalize on private market investments worldwide.

Medical professionals face unique challenges: demanding careers, limited time for portfolio management, and the need for long-term wealth preservation and growth. Our platform provides a turnkey solution that empowers you to participate in high-quality private market investments without the complexity of sourcing and managing them.

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Key Features

  • The Accredited Passport is a secure, “one-and-done” digital identity solution designed specifically for private market investors. It streamlines the Know Your Customer (KYC) and investor onboarding process by allowing clients to verify their identity just once. After obtaining the Accredited Passport, investors can easily share their verified digital credentials with multiple funds, eliminating the need to repeatedly submit passports and other sensitive documents for each new investment opportunity. This not only enhances security and privacy but also significantly reduces onboarding time and administrative burden for both investors and fund managers.

  • Our AI-enabled Fund Marketplace revolutionizes the way you find, evaluate, invest in, and track private market alternatives. By bringing world-class asset manager offerings into one secure, centralized platform, it streamlines the entire investment lifecycle—from discovery and benchmarking to due diligence, transaction execution, and post-transaction events. With integrated recordkeeping and reporting tools, our solution simplifies complex workflows, empowering investors to make informed decisions and efficiently manage their private market portfolios all in one place.

  • Our Portfolio Construction and Analysis tools help you build and optimize your private market investments with confidence. Start by defining your investment objectives and explore how alternative investments can enhance and diversify your existing portfolio. Easily compare and analyze different portfolio scenarios—with and without alternative allocations—to understand potential impacts. Once your portfolio is established, seamlessly track and benchmark performance, rebalance allocations, monitor capital calls (where applicable), and submit redemptions, all within a single, intuitive platform designed to keep your private market investments on target.

  • Our private market research and data solution empowers healthcare practitioners by delivering integrated data, valuations, risk analytics, and expert insights—all in one platform. This comprehensive toolkit helps generate actionable investment ideas, benchmark existing positions, and confidently source new opportunities, enabling informed decision-making throughout your private market investment journey.

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Flexible Account Options

  • INDIVIDUAL TAXABLE ACCOUNTS

    An Individual Taxable Account provides investors with direct, flexible access to private market opportunities—such as private equity, private credit, real assets, and infrastructure—outside of tax-advantaged structures. This account type is designed for individuals seeking to build long-term wealth through alternative investments while maintaining ownership and control of their assets.

  • TAX-ADVANTAGED ACCOUNTS

    Private market accounts designed for retirement provide investors with access to alternative investments—such as private equity, private credit, infrastructure, and real assets—within a tax-advantaged retirement structure. These accounts are intended to help long-term investors enhance portfolio diversification and return potential while maintaining compliance with retirement plan regulations. including:

    Accounts include: Self-Directed IRAs (Traditional or Roth), SEP, SIMPLE, and SOLO 401(k).

  • LEGAL ENTITY ACCOUNTS

    Legal Entity Accounts allow organizations—such as trusts, family offices, corporations, partnerships, or limited liability companies—to invest in private market opportunities under the name and tax identification of the entity. These accounts are designed to provide flexibility, governance alignment, and institutional-grade access to private equity, private credit, real assets, and other alternative investments.

    Who It’s For

    Family Offices and Trusts; Corporations and Partnerships; Foundations, Endowments, and Nonprofits.

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