#USA #Delaware Statutory Trust #Ann Arbor #Concorde Investment Services #AltsIllustrator

Concorde Investment Services Unveils AltsIllustrator™

Concorde Investment Services, a prominent independent broker-dealer and registered investment advisor, has taken a significant step towards enhancing the investment landscape for financial advisors across the nation. The firm has announced the full adoption of AltsIllustrator™, an advanced analytics tool created to streamline the evaluation of alternative investments, particularly for Section 1031 exchange investments through Delaware statutory trust offerings.

Innovation At Its Core

The inception of AltsIllustrator™ comes from the insights of experienced advisors who recognized the necessity for a more standardized, data-driven approach to assess alternative investment options. This innovative platform centralizes essential offering information, including investment strategies, asset types, leverage, fees, distributions, historical performance, and liquidity terms. By presenting this data in a clear, sortable format, the tool allows advisors to compare investment offerings side-by-side, thereby facilitating more efficient decision-making processes.

Danielle Delongchamp, CEO of Concorde, emphasized the firm's commitment to promoting advisor-driven innovation. In her words, “AltsIllustrator reflects what happens when advisors identify a real need and build a solution that elevates the entire network. We’re proud to support tools that help our financial professionals deliver more transparent, data-rich guidance to their clients.”

Efficiency and Accuracy

As alternative investments continue to gain traction within portfolio management, the need for efficient research workflows has never been more pressing. AltsIllustrator™ seeks to alleviate the cumbersome nature of manual spreadsheet analysis, empowering Concorde's advisors to swiftly match various investment characteristics with their clients' specific objectives, risk profiles, and suitability.

Richard Gann, one of AltsIllustrator's co-creators, articulated the motivation behind the tool’s development: “We built AltsIllustrator because we needed a better way to compare offerings for our own clients.” The tool also introduces visual analytics and color-coded scoring, which simplifies research and enhances documentation for compliance purposes.

His fellow co-creator, Jason McMurtry, noted the significant advantage that AltsIllustrator™ provides in terms of data clarity. “Concorde’s support means more advisors can leverage clean data, consistent metrics and clear visuals to help clients understand the differences between deals,” he stated.

Instant Access for Advisors

Upon the launch of AltsIllustrator™, Concorde financial professionals gained immediate access to the platform through the firm's approved technology suite. This swift implementation signifies a commitment to equip advisors with the resources necessary to provide exceptional client service.

About Concorde Investment Services

Renowned for its comprehensive services, Concorde operates as a full-service broker-dealer and a SEC-registered investment advisor, delivering robust support to financial professionals and their clients. The firm’s integrated ecosystem of investment, advisory, and insurance solutions ensures that it is well-positioned to assist clients in achieving their financial goals.

Founded by visionary entrepreneurs, Concorde embodies a culture of excellence and commitment to personal service. With operations extending across all 50 states, the firm is dedicated to fostering long-term partnerships and empowering both advisors and clients alike. To learn more about Concorde Investment Services and its offerings, visit concordeis.com.

Conclusion

The advent of AltsIllustrator™ marks a pivotal moment for Concorde Investment Services, placing it at the forefront of innovation in the financial advisory industry. By investing in tools that enhance research capabilities and efficiency, Concorde is reaffirming its commitment to delivering exceptional value to financial advisors and their clients, paving the way for a more informed investment experience.