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Frequently Asked Questions

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Popular FAQs

What is Altnvest?

Altnvest is a centralized alternative investment platform that is fully integrated with Sponsors, Broker Dealers, and Advisors to provide them with up to date information on offerings, availability, and client engagement tools.

Who is Altnvest for?

Altnvest is a tool for Sponsors, MBDs, Broker Dealers, RIAs, Registered Representatives and IARs that delivers real-time access to nationwide offerings and marketing tools to increase client engagement and accelerate sales.

Will clients be able to access the Altnvest platform?

The Client Management Tool provides a secure environment for clients to view or download Custom Investment Portfolios built by their advisors. Clients can only see what you give them access to.

How are offerings added to diligence?

To add offerings to diligence, visit the "Due Diligence" page. Select the offering you want to evaluate and click "Add to Diligence." This allows reps or IARs to know which offerings are under diligence.

Can I view offerings by area or location?

You can view offerings by area or location in the "Search" or "Browse by Location" section of the platform. This feature allows you to filter and explore offerings based on your desired geographic criteria.

What is My Watch List?

My watch list is a personalized feature for Reps and IARs, where you can keep track of specific offerings or investment vehicles you're interested in. You can add offerings to your watch list to receive updates and monitor them easily.

Popular FAQs

What is Altnvest?

Who is Altnvest for?

Will clients be able to access the Altnvest platform?

The Client Management Tool provides a secure environment for clients to view or download Custom Investment Portfolios built by their advisors. Clients can only see what you give them access to.

How are offerings added to diligence?

Can I view offerings by area or location?

What is My Watch List?

Popular FAQs

What is Altnvest?

Who is Altnvest for?

Will clients be able to access the Altnvest platform?

The Client Management Tool provides a secure environment for clients to view or download Custom Investment Portfolios built by their advisors. Clients can only see what you give them access to.

How are offerings added to diligence?

Can I view offerings by area or location?

What is My Watch List?

Popular FAQs

What is Altnvest?

Who is Altnvest for?

Will clients be able to access the Altnvest platform?

The Client Management Tool provides a secure environment for clients to view or download Custom Investment Portfolios built by their advisors. Clients can only see what you give them access to.

How are offerings added to diligence?

Can I view offerings by area or location?

What is My Watch List?

Frequently asked questions

How do I add members to my team?

Where do I manage my subscriptions?

How to create a team?

Where can I view my billing details?

How do I add / update a payment method?

How to change plans or manage plan subscriptions?

Where can I view my transaction history?

Where can I see my disclosures?

How to add offerings to diligence?

How can I approve offerings?

How to edit offerings?

How to update equity?

How to register and create a new account?

Accounts (General)

What are the steps to verify my account?

What happens if you forget your password? How to recover your password?

How to change my password?

How to edit my profile?

How to switch between lite or dark mode?

How to add a phone number?

How to enable 2FA?

How to enable 2FA via email or phone?

Where can I see my activity?

How to activate my notifications?

Where can I view all the offerings?

Offerings

Where can I view offerings by area or location?

Where can I see closed offerings?

Where can I see offerings "in review" or "unapproved"?

What is My Watch List?

What does "Status" mean?

Can I update Available Equity in Offerings?

How can I receive information about an offering?

Where can I view documentation for an offering?

How to add a client?

Client Portal and Portfolios (For Registered Reps)

How to delete a client?

How to invite a client to view offerings?

How to create a Portfolio?

How to export information?

What are 1031 resources?

Accounts: BD / RIA / MBDs and Sponsors

How do I add members to my team?

Where do I manage my subscriptions?

How to create a team?

Where can I view my billing details?

How do I add / update a payment method?

How to change plans or manage plan subscriptions?

Where can I view my transaction history?

Where can I see my disclosures?

How to add offerings to diligence?

How can I approve offerings?

How to edit offerings?

How to update equity?

How to register and create a new account?

Accounts (General)

What are the steps to verify my account?

What happens if you forget your password? How to recover your password?

How to change my password?

How to edit my profile?

How to switch between lite or dark mode?

How to add a phone number?

How to enable 2FA?

How to enable 2FA via email or phone?

Where can I see my activity?

How to activate my notifications?

Where can I view all the offerings?

Offerings

Where can I view offerings by area or location?

Where can I see closed offerings?

Where can I see offerings "in review" or "unapproved"?

What is My Watch List?

What does "Status" mean?

Can I update Available Equity in Offerings?

How can I receive information about an offering?

Where can I view documentation for an offering?

How to add a client?

Client Portal and Portfolios (For Registered Reps)

How to delete a client?

How to invite a client to view offerings?

How to create a Portfolio?

How to export information?

What are 1031 resources?

Accounts: BD / RIA / MBDs and Sponsors

How do I add members to my team?

Where do I manage my subscriptions?

How to create a team?

Where can I view my billing details?

How do I add / update a payment method?

How to change plans or manage plan subscriptions?

Where can I view my transaction history?

Where can I see my disclosures?

How to add offerings to diligence?

How can I approve offerings?

How to edit offerings?

How to update equity?

How to register and create a new account?

Accounts (General)

What are the steps to verify my account?

What happens if you forget your password? How to recover your password?

How to change my password?

How to edit my profile?

How to switch between lite or dark mode?

How to add a phone number?

How to enable 2FA?

How to enable 2FA via email or phone?

Where can I see my activity?

How to activate my notifications?

Where can I view all the offerings?

Offerings

Where can I view offerings by area or location?

Where can I see closed offerings?

Where can I see offerings "in review" or "unapproved"?

What is My Watch List?

What does "Status" mean?

Can I update Available Equity in Offerings?

How can I receive information about an offering?

Where can I view documentation for an offering?

How to add a client?

Client Portal and Portfolios (For Registered Reps)

How to delete a client?

How to invite a client to view offerings?

How to create a Portfolio?

How to export information?

What are 1031 resources?

Accounts: BD / RIA / MBDs and Sponsors

How do I add members to my team?

Where do I manage my subscriptions?

How to create a team?

Where can I view my billing details?

How do I add / update a payment method?

How to change plans or manage plan subscriptions?

Where can I view my transaction history?

Where can I see my disclosures?

How to add offerings to diligence?

How can I approve offerings?

How to edit offerings?

How to update equity?

How to register and create a new account?

Accounts (General)

What are the steps to verify my account?

What happens if you forget your password? How to recover your password?

How to change my password?

How to edit my profile?

How to switch between lite or dark mode?

How to add a phone number?

How to enable 2FA?

How to enable 2FA via email or phone?

Where can I see my activity?

How to activate my notifications?

Where can I view all the offerings?

Offerings

Where can I view offerings by area or location?

Where can I see closed offerings?

Where can I see offerings "in review" or "unapproved"?

What is My Watch List?

What does "Status" mean?

Can I update Available Equity in Offerings?

How can I receive information about an offering?

Where can I view documentation for an offering?

How to add a client?

Client Portal and Portfolios (For Registered Reps)

How to delete a client?

How to invite a client to view offerings?

How to create a Portfolio?

How to export information?

What are 1031 resources?

Accounts: BD / RIA / MBDs and Sponsors

How do I add members to my team?

Where do I manage my subscriptions?

How to create a team?

Where can I view my billing details?

How do I add / update a payment method?

How to change plans or manage plan subscriptions?

Where can I view my transaction history?

Where can I see my disclosures?

How to add offerings to diligence?

How can I approve offerings?

How to edit offerings?

How to update equity?

How to register and create a new account?

Accounts (General)

What are the steps to verify my account?

What happens if you forget your password? How to recover your password?

How to change my password?

How to edit my profile?

How to switch between lite or dark mode?

How to add a phone number?

How to enable 2FA?

How to enable 2FA via email or phone?

Where can I see my activity?

How to activate my notifications?

Where can I view all the offerings?

Offerings

Where can I view offerings by area or location?

Where can I see closed offerings?

Where can I see offerings "in review" or "unapproved"?

What is My Watch List?

What does "Status" mean?

Can I update Available Equity in Offerings?

How can I receive information about an offering?

Where can I view documentation for an offering?

How to add a client?

Client Portal and Portfolios (For Registered Reps)

How to delete a client?

How to invite a client to view offerings?

How to create a Portfolio?

How to export information?

What are 1031 resources?

Accounts: BD / RIA / MBDs and Sponsors

Need additional help?

The Altnvest Support Staff is here to answer any questions you may have.