PFI Advisors Releases Industry Report: “The Complexities of Alternative Investment Performance Reporting”

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Latest report provides comprehensive overview of the issues and complex workflows RIAs face when reporting on alternative investments, the benefits of adding alternative investments into client portfolios, and profiles industry-leading vendors Arch, Canoe, and Mirador.

LOS ANGELES (PRWEB) May 12, 2022

Today, PFI Advisors is releasing a new industry report (the eleventh in its continuing educational series) focused on the complexities of reporting on alternative investments.

The report examines the rise in demand for RIAs to invest in alternatives, details the benefits of doing so, and explores the added complexities that come with reporting on those assets. With this report, PFI Advisors hopes to shed light on the importance of this asset class and highlight how other RIAs have solved for these complexities, ultimately answering why they believe the added operational burden is worth the hassle.

The report also highlights industry leading solutions that specialize in helping RIAs with the operational challenges of reporting on alternatives:

Arch – Offers clients a singular portal view where data is safely encrypted and can be managed. Their aim is to save RIAs time, eliminate cost, and enhance their ability to understand their data.

Canoe – Offers a simple way for firms to modernize their legacy processes and free up time and resources to focus on higher-level tasks. With Canoe Connect and Canoe Intelligence RIAs can manage their end-to-end alternatives data management workflows.

Mirador– Offers RIAs a way to securely receive and store data, enter the data into the RIA’s reporting tool, and reconcile the positions, transactions, and performance, while ensuring their proprietary technology fits into the entire infrastructure of the RIA.

“This is our most anticipated white paper yet,” says Matt Sonnen, Founder & CEO of PFI Advisors. “In speaking with many RIAs, it has become apparent that interest in alternative investments has increased and now become a common operational pain point that firms are forced to solve. We are eager to share our findings and hope it will benefit the industry.”

To read the full report, click here.

To learn more about PFI Advisors, visit Follow us on Twitter and LinkedIn, or subscribe to our blog or our podcast.


About PFI Advisors
PFI Advisors (“Promoting Financial Independence”) was founded in 2015 with the following mission in mind:

To further evolve the RIA industry from a collection of practices to businesses, and to be a continued voice in validating the industry as a legitimate landing spot for billion-dollar teams and their clients.

PFI Advisors is an operational consulting firm that supports the unique back office, technology, and operational needs of RIAs in growth mode. PFI Advisors conducts Technology Assessments, manages Technology Conversions, and provides M&A Preparation and Integration Services to RIAs seeking growth support. The firm announced the launch of COO Resource in January 2018, an ongoing retainer-based service in which RIAs and their Chief Operating Officers can leverage the knowledge and expertise of PFI.

Through its popular podcast, The COO Roundtable, and digital consulting platform, The COO Society, PFI Advisors strives to educate the RIA industry on how to build more impactful and profitable enterprises.

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