Shana Orczyk Sissel, CAIA, Founder and Chief Executive Officer of Banrion Capital Management, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how advisors can use access to alternative investments as a business development tool.
Banrion is a financial technology company with a mission to help financial advisors allocate to alternative investments at scale. In addition to providing an access platform, Banrion also provides business development and other tools to help advisors deepen relationships with their clients. The firm provides technology to identify alternative investment managers that align with the interests of blueprinted clients. Banrion also offers a streamlined investment process that removes the frictions of making new investments in alternative funds. Banrion’s platform integrates with all of the major parts of the advisor tech stack, including various CRMs, Orion, Black Diamond, Addepar, and Tamarac.
Sissel believes that alternative investments can be used to leverage relationships with current clients and bring in new clients. Banrion performs operational due diligence on all managers on the platform and seeks to identify alternative investment managers who want to work with advisors in a supportive way. The investment due diligence process identifies the portfolio role of each alternative investment fund. Portfolio construction and optimization tools have access to both public and private fund data. Banrion offers the only alternative investment platform that integrates access, operational workflows, manager due diligence, and portfolio construction.
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