The TAMP
For alternatives.
Replace the patchwork of portals and spreadsheets — run your entire alternatives programs from one place.
Trusted by
Wealth managers use Aqua to
Wealth managers use Aqua to
Wealth managers use Aqua to
What Is a TAIP?
The Industry's First Turnkey Alternative Investment
Platform.
A Turnkey Alternative Investment Platform lets advisors spend more time advising clients and less time on paperwork. From pre-trade workflows to subscriptions to post-trade monitoring and reporting, a TAIP supports the full alternative investment process.
What Is a TAIP?
The Industry's First Turnkey Alternative Investment
Platform.
A Turnkey Alternative Investment Platform lets advisors spend more time advising clients and less time on paperwork. From pre-trade workflows to subscriptions to post-trade monitoring and reporting, a TAIP supports the full alternative investment process.
What Is a TAIP?
The Industry's First Turnkey Alternative Investment
Platform.
A Turnkey Alternative Investment Platform lets advisors spend more time advising clients and less time on paperwork. From pre-trade workflows to subscriptions to post-trade monitoring and reporting, a TAIP supports the full alternative investment process.
The TAIP System
From patchwork processes to one
unified way to run alternatives.
Turn a stack of a dozen tools, Excel sheets, and manual handoffs into one system to manage the entire alternatives investing lifecycle
The TAIP System
From patchwork processes to one
unified way to run alternatives.
Turn a stack of a dozen tools, Excel sheets, and manual handoffs into one system to manage the entire alternatives investing lifecycle
The TAIP System
From patchwork processes to one
unified way to run alternatives.
Turn a stack of a dozen tools, Excel sheets, and manual handoffs into one system to manage the entire alternatives investing lifecycle
Pre-Trade
Bring new products onto the platform quickly, with structured intake, organized diligence, and subscription-ready setup.
Product intake & diligence
Documents and data room
Digital subscriptions
Launch readiness
Pre-Trade
Bring new products onto the platform quickly, with structured intake, organized diligence, and subscription-ready setup.
Product intake & diligence
Documents and data room
Digital subscriptions
Launch readiness
Pre-Trade
Bring new products onto the platform quickly, with structured intake, organized diligence, and subscription-ready setup.
Product intake & diligence
Documents and data room
Digital subscriptions
Launch readiness
Subscription Flow
REF-2025-0084
Trade
Execute subscriptions with more control — from order capture and approvals to allocations, status tracking, and a complete audit trail.
Order capture
Approvals & audit trail
Allocations
Status tracking
Subscription Flow
REF-2025-0084Trade
Execute subscriptions with more control — from order capture and approvals to allocations, status tracking, and a complete audit trail.
Order capture
Approvals & audit trail
Allocations
Status tracking
Subscription Flow
REF-2025-0084Trade
Execute subscriptions with more control — from order capture and approvals to allocations, status tracking, and a complete audit trail.
Order capture
Approvals & audit trail
Allocations
Status tracking
Post-Trade
Keep operations clean after execution with reconciliation, reporting, investor communications, and distribution workflows all running from the same system.
Reconciliation
Reporting and statements
Investor communications
Distribution operations
Portfolio Overview
Total AUM
$42.8M
Net IRR
14.2%
Investors
Post-Trade
Keep operations clean after execution with reconciliation, reporting, investor communications, and distribution workflows all running from the same system.
Reconciliation
Reporting and statements
Investor communications
Distribution operations
Portfolio Overview
Total AUM
$42.8M
Net IRR
14.2%
Investors
Post-Trade
Keep operations clean after execution with reconciliation, reporting, investor communications, and distribution workflows all running from the same system.
Reconciliation
Reporting and statements
Investor communications
Distribution operations
Portfolio Overview
Total AUM
$42.8M
Net IRR
14.2%
Investors
Why now
Alternatives are the future of the wealth channel - but the infrastructure to support them hasn’t kept up.
Alts are the future of the wealth channel, but firms are being asked to add more products…which brings more vehicles, more documents, and more operational complexity than ever.
Fund managers need modern distribution infrastructure built for HNWIs, and advisors need a clean way to manage subscriptions, reporting, and client visibility. A TAIP is the infrastructure to handle all of this and modernize how alternatives are managed.
99.9%
Uptime Guarantee
150+
Enterprise Integrations
10,000+
Investor Accounts
$3.6B+
Annual Transaction Volume on Platform
Patchwork vs. TAIP-Native
Two ways to run
an alternatives program.
Most firms still manage alternatives through fragmented workflows built across portals, PDFs, spreadsheets, service providers, and manual handoffs. TAIP-native firms run alternatives on one unified platform -- with cleaner data, tighter execution, and a better client experience.
Fund Admins
Auto-NAV Update
SYNC: ACTIVE
Wealth Manager
Control Center
USER: ADMIN
Custodians
Asset Recs
DATA: LIVE
Fund Admins
Auto-NAV Update
SYNC: ACTIVE
Wealth Manager
Control Center
USER: ADMIN
Custodians
Asset Recs
DATA: LIVE
SYNC: ACTIVE
Transfer Agents
Real-time Subs
Total Monthly Spend $
Vendor Count
TAIP-Native Stack
DATA: LIVE
Investors
Unified View
SYNC: ACTIVE
Transfer Agents
Real-time Subs
Total Monthly Spend $
Vendor Count
TAIP-Native Stack
DATA: LIVE
Investors
Unified View
A unified TAIP platform
modular by design.
Start with what you need today and expand when you're ready. Everything stays connected.
Portfolio Command Center
Enterprise TAIP
The unified platform for managing alternative investments
Manage every stage of an alternative investment in one platform - from subscriptions and investor experience to reporting, approvals, and ongoing operations.
Vehicle Access
REIT-2025ACCESS VEHICLES
Launch access vehicles without building custom operations for each one
Create feeder funds and SPVs on standardized infrastructure that simplifies formation, onboarding, and investor subscriptions.
Fund Factory
REGISTERED PRODUCTS
Launch registered alternative products with less operational lift
Bring interval funds and tender offer funds to market with the infrastructure, workflows, and servicing layer needed to support launch and long-term growth.
Marketplace
1031 DSTPRODUCT MARKETPLACE
A marketplace for alternative products
Help advisors and investors discover, compare, and transact in alternative opportunities through a more streamlined digital experience.
Document Intelligence
Education & Enablement
Branded education portals that build advisor and investor confidence
Give advisors and clients a guided place to learn about alternative products with curated materials, plain-language explainers, and self-serve resources that drive understanding and adoption.
Portfolio Command Center
Enterprise TAIP
The unified platform for managing alternative investments
Manage every stage of an alternative investment in one platform - from subscriptions and investor experience to reporting, approvals, and ongoing operations.
Vehicle Access
REIT-2025ACCESS VEHICLES
Launch access vehicles without building custom operations for each one
Create feeder funds and SPVs on standardized infrastructure that simplifies formation, onboarding, and investor subscriptions.
Fund Factory
REGISTERED PRODUCTS
Launch registered alternative products with less operational lift
Bring interval funds and tender offer funds to market with the infrastructure, workflows, and servicing layer needed to support launch and long-term growth.
Marketplace
1031 DSTPRODUCT MARKETPLACE
A marketplace for alternative products
Help advisors and investors discover, compare, and transact in alternative opportunities through a more streamlined digital experience.
Document Intelligence
Education & Enablement
Branded education portals that build advisor and investor confidence
Give advisors and clients a guided place to learn about alternative products with curated materials, plain-language explainers, and self-serve resources that drive understanding and adoption.
Getting TAIP-native unlocks alts
across the wealth channel.
Getting TAIP-native unlocks alts
across the wealth channel.
Getting TAIP-native unlocks alternatives
across the wealth channel.
RIAs, Broker-Dealers & MFOs
Track all of your alternative investments in one place
End-to-end investor experience
Unified reporting and transactions
Launch your own custom alts products
RIAs, Broker-Dealers & MFOs
Track all of your alternative investments in one place
End-to-end investor experience
Unified reporting and transactions
Launch your own custom alts products
RIAs, Broker-Dealers & MFOs
Track all of your alternative investments in one place
End-to-end investor experience
Unified reporting and transactions
Launch your own custom alternative products
Enterprise-ready
alternatives infrastructure
Aqua is built for the operational, compliance, and security demands of wealth-channel alts.
Aqua is built for the operational, compliance, and security demands of wealth-channel alternatives.
Audit trails
by default
Every approval, document, and data
change is logged for oversight and
reviews.
Enterprise support
+ SLAs
Enterprise support and Service Level Agreements
Hands-on implementation, prioritized
support, and clear operational
ownership.
SOC-2 compliant, enterprise-
grade security
Encryption in transit/at rest, role-
based access controls, and least-
privilege design.
Encryption in transit and at rest, role-based access controls, and least-privilege design.
Deploy in your
environment
Every approval, document, and data
change is logged for oversight and
reviews.