Single Sign-On Access to Qualis Portal Simplifies the Process of Making Direct Investments in Alternatives at Lower Minimums & Institutional Pricing for Financial Advisors
Qualis Capital LLC announced its single sign-on integration with its latest strategic partner, Envestnet, a leading provider of intelligent systems for wealth management and financial wellness. The integration will enable Envestnet platform users to access the Qualis portal for investing in alternatives—further expanding the suite of solutions available for clients.
“We are excited about this integration and the efficiencies that it will provide to our clients as we continue to improve the way that advisors access direct alternative investments,” said Antonio DeRosa, CEO of Qualis Capital.
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Qualis Capital helps streamline the process of researching and selecting alternative investment managers and allocating assets to their private funds. The portal provides access to a curated list of vetted institutional-quality alternative asset managers, and comprehensively presents details on each manager (such as firm overview, track record, rating, and access to research reports).
Qualis Capital’s proprietary IQ suitability tool, which helps to measure a client’s risk tolerance with greater precision, also strengthens due diligence and manager selection. The firm’s team of investment experts facilitates investor introductions following due diligence, negotiates institutional prices and lower minimums, and consolidates and streamlines investment reporting.
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