Report

Scaling Alternatives: A Broker-Dealer’s Readiness Checklist

Evaluate your firm’s ability to meet the growing retail demand for alts.

Retail investors are entering the alternatives space in larger numbers. But legacy systems and manual workflows aren’t built for high-volume onboarding or complex alts products. Broker-dealers need efficient, scalable processes to compete. Get the checklist and assess your firm’s readiness across key areas, so you can:

  • Scale operations to handle increased retail inflows into alternatives.

  • Identify gaps in onboarding, transparency and staffing models.

  • Align infrastructure with future demand for private equity, credit and real assets.

Position your firm to lead in the evolving retail alternatives market.