Current Situation
Alternative and nontraditional asset types have historically only been available to institutional and high net worth investment managers. Digital-native investors are seeking exposure to a wide variety of alternative and nontraditional asset types including agriculture, real estate, infrastructure, art and collectibles, start-ups, and alternative cash flowing assets such as royalties.
Goals and Objectives
Generate customer loyalty and improve customer lifetime value by democratizing access to alternative and nontraditional asset classes via fractionalization using modern, transformational technologies.
Technology Deployed
Blockchain, financial planning software, portfolio management software, order matching and fulfillment software, and alternative trading systems
Use Case Summary
Fractionalization is an already well-established concept as represented in REITs, ETFs, and mutual funds. The advent of distributed ledger technology and asset tokenization has advanced this concept in innovative ways. The fractionalization of oftentimes illiquid assets has important price discovery implications within the financial markets. Expect the continued democratization of access to alternative and nontraditional asset types to enhance customer engagement.