For RIAs and broker-dealer reps
Evergreen funds, as easy as buying a ticker.
Buy, track and redeem non-traded REITs, interval funds and BDCs in one place.
Evergreen assets
Sample data
$0
HP
Harbor Point Income REIT
$508,750
Invested
Invested
NL
Northline Credit Interval Fund
$799,500
Window Oct 23
Window Oct 23
RW
Ridgeway Private Equity Fund
$1,204,000
Redeeming
Redeeming
Built by a team from
- TikTok
- Brown University
How an order moves
One place for every evergreen order.
Fewer manual handoffs. Every position flows to the tools you already use.
Today
2–4 weeks
Advisor
Platform
Custodian review
manual
manual
Fund paperwork
manual
manual
Transfer agent
Positions back to custodian
manual
manual
With ClearAlts
instant
Advisor
one click
ClearAlts
Fund's transfer agent
Reporting
Positions feed Orion, Addepar, Black Diamond
Billing
Values included in your fee billing
IRAs
Held via a partner IRA custodian
Designed to work with your existing reporting and billing. Integrations in development.
Redemptions
The redemption problem
Partial fills sit in limbo until someone remembers to resubmit.
Requested
$100K
Paid
$40K
Still pending
$60K
Auto-resubmitted next window
Funds often cap redemptions near 5% a quarter. The rest waits.
Illustrative exampleEverything evergreen, one place
Buy in one click
Pick a fund, enter an amount, sign.
Every position, one view
Values, NAV dates and windows across funds.
Redemptions on autopilot
Partial fills resubmitted automatically, every window.