In keeping with NuView’s desire to incorporate technology into the alternative asset custody marketplace, we have designed a forms process that allows pre-completed forms to be accessed adding further efficiency for clients and investors to add various alternative investments to their portfolios.
*For sponsors using an advisor selling agreement
For investment sponsors who source their own capital, we make the process as simple and efficient as possible for your investors to add your offering to their retirement portfolio. Our sponsor fee schedule provides your investors with a full-service experience at an incredibly affordable rate.
Our advisor solutions for Broker-Dealers/IRA firms, and their representatives or advisors, ensures clients’ accounts with NuView are always accessible with consolidated account logins and data distribution to your own platform. Advisor fees remain cost-effective without compromising the service you expect.