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Global investment manager Nuveen has engaged portfolio company Artivest to develop a new alternatives service offering aimed at RIAs, family offices, private banks, and other financial advisors serving qualified high-net-worth investors.
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Highlights of the new client experience will include: Convenient access to strategy education, marketing material, on-boarding documentation, and manager commentary videos A secured and streamlined online investment process for client-onboarding and ongoing reporting A convenient and secured advisor dashboard with robust tools to monitor and access investment activity Full-service support provided by the Nuveen and Artivest client service teams
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