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Wealth Advisor Daily
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Wednesday, August 19, 2026The Morning Brief →Sign in
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Eric Satz

In PWD coverage since August 14, 2026 · 3 stories
PWD coverage
investments

Alto's Private Deal Room targets back-office friction in IRA private-market deals

New platform for RIAs bundles custody, processing and compliance into one workflow, betting that less friction moves more retirement dollars into private assets.
investments · Aug 18Alto launches a single-workflow private-market platform for RIAs
RIA · Aug 14Alto launches private deal room for RIAs; CAZ funds land on SoFi
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