AIX Partners with Kalos Financial’s Independent Broker-Dealer

Alternative Investment Exchange (AIX), a financial technology services provider focused on non-traded alternative investments, has partnered with independent broker-dealer Kalos Financial.

Alternative Investment Exchange (AIX), a financial technology services provider focused on non-traded alternative investments, has partnered with Kalos Financial’s independent broker-dealer to streamline its alternative investment transaction process.

Kalos Financial provides financial services through its broker-dealer, Kalos Capital, and advisory services through its registered investment advisor, Kalos Management. The company has more than 100 financial advisors, as well as independent offices across the United States.

AIX noted that several product sponsors and transfer agency partners on the Kalos network are now on the platform, including Phoenix American and Great Lakes Fund Solutions Inc.

“With Kalos and its partners onboarded, AIX is ensuring a fully paperless process, front-to-back, with no manual intervention that is transforming the way alternative investing is done,” the company said.

“Offering AIX’s cutting-edge platform is the latest example of how Kalos continues to expand our technology offering to help our advisors grow their business and better serve their clients,” said Chrissy Lee, president and chief operating officer of Kalos.” AIX provides our advisors with an exceptional, intuitive alt investing experience, while also helping to reduce NIGO issues.”

Alternative Investment Exchange (AIX) is an end-to-end digital platform that claims to improve the processes related to buying, owning, and selling alternative investments.

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