Concorde Investment Services, a leading independent broker-dealer and registered investment adviser platform serving financial advisors nationwide, today announced the firmwide adoption of AltsIllustrator™, an innovative analytics and comparison platform developed by two financial advisors within the Concorde system. The new tool is now available to all Concorde-affiliated advisors to support deeper due diligence, clearer investment comparisons and more informed client recommendations regarding Section 1031 exchange investments via Delaware statutory trust offerings.
AltsIllustrator was created by experienced advisors who recognized the need for a standardized, data-driven way to evaluate alternative investment programs. The platform aggregates key offering details – including strategy, asset type, leverage, fees, distributions, historical performance, liquidity terms and sponsor-provided metrics – and presents them in a clear, sortable format. Advisors can compare multiple offerings side-by-side with consistent calculations, color-coded scoring and visual analytics that streamline research and enhance documentation for compliance.
“Concorde has always championed advisor-driven innovation,” said Danielle Delongchamp, chief executive officer of Concorde. “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.”
With alternative investments playing a growing role in portfolio construction, advisors increasingly rely on efficient, accurate research workflows. AltsIllustrator reduces the burden of manual spreadsheet analysis and allows Concorde advisors to quickly match investment characteristics to client objectives, risk profiles and suitability considerations. “We built AltsIllustrator because we needed a better way to compare offerings for our own clients,” said Richard Gann, co-creator of AltsIllustrator and a Concorde financial advisor.
Jason McMurtry, co-creator of AltsIllustrator and a Concorde financial advisor, added, “Concorde’s support means more advisors can leverage clean data, consistent metrics and clear visuals to help clients understand the differences between deals.”
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