Freedom for Your Reps, Control for Your Firm.
Enable rep creativity while maintaining essential compliance oversight. 1776ing offers centralized intelligence with decentralized discovery, meaning your reps get the flexibility to curate personalized marketplaces while your compliance team maintains complete visibility.
From Compliance Liability to Revenue Opportunity
Turn alternatives into your firm’s competitive edge and profit center with embedded suitability logic, custom approval workflows, and comprehensive activity tracking that scales without adding compliance burdens.
The 1776ing Difference:
Built-In Compliance Infrastructure
Track rep activity across the entire alternative investment lifecycle with timestamped documentation, full audit trails, and custom approval workflows that match your unique requirements.
Enterprise-Grade Efficiency
Simplify alternative investment processes across your entire organization with unified workflows aligned with WSPs, systematic documentation, and seamless integration capabilities.
Revenue Amplification
Transform your alternatives program from a cost center to a profit center with branded marketplace technology, support for various revenue models, and integrated systems for tracking investments.
Seamless Integration
API-driven integrations with Box, Salesforce, MCO, Docupace, Docusign, and other storage and compliance platforms create a unified data experience, while customizable permissions support your organizational structures.
Where Freedom for Your Reps Meets
Control for Your Firm.
See 1776ing for yourself. Set up some time with our team to learn more about how we help broker-dealers scale revenue-generating alternative programs while maintaining compliance.
