SUBSCRIBE, a global fintech company providing the leading enterprise operating system for alternative investments, and Envestnet, an Adaptive WealthTech company, has announced a strategic partnership that will enable advisers to incorporate investments made via SUBSCRIBE’s alternative investments platform within Envestnet’s unified managed account (UMA) and Tamarac platforms. The initiative reflects a commitment from both firms to empower advisers with a fully connected, end-to-end alternatives experience.
Advisers can now combine investments made via SUBSCRIBE through Envestnet and enhance traditional investment UMAs with alternatives. Connecting SUBSCRIBE into adviser-traded sleeves will deliver an end-to-end workflow across portfolio construction, transactions and post-trade reporting as alternative allocations are increased in wealth portfolios.
Advisers can incorporate alternative investments into portfolios on Envestnet’s platform, including assets traded o