In the past few years there has been much disruption in the wealth management space especially with the influx of robo-advisers. Sliced Investing takes a different approach, offering registered investment advisors access to alternative investments.
Company facts:
- Launched 2014
- $20+ million invested through the platform
- Headquartered in San Francisco
- 8 employees
At FinovateFall 2015, Sliced debuted its offering for institutional investors. Sliced not only enables investors to deploy strategies in minutes, but also offers access to hedge funds and private equity funds with $10,000 minimums. These capabilities enable advisers to diversify clients’ portfolios by adding alternative investments.
How it works
Browse
Browse and filter alternative investments to find those that suit client preferences.
View performance
Review and compare fund performances. Sliced offers institutional-quality analytics and risk management tools.
Deploy
Once an adviser finds a suitable strategy, they deploy it in minutes by sending their client an agreement and digital paperwork directly from within the Sliced platform.
Client overview
Advisers see an overview of all investment activity and have access to client documents.
The Sliced platform can be white-labeled for family offices, brokers, pension funds and endowments.
What’s next?
Sliced is working on a robo-adviser for alternative investments and a set of algorithms to help advisers compete against robo-advisers. The company is also building tools to offer a single sign-on to eliminate password confusion.
Co-founders of Sliced Investing, CTO Akhil Lodha and CEO Mike Furlong, debuted Sliced Institutional at FinovateFall 2015: