Providing Wealth Managers A Truly Paperless, Digital Ecosystem For Alternative Investments
• Reduce transaction time from weeks to days •
Orlando, FL and Philadelphia, PA, November 3, 2021 – The Wealth Engineering Family of Companies (WE) and Alternative Investment Exchange (AIX) today announced that they have deepened their long term partnership with the renewal of AIX as the exclusive provider of it’s alternative investment ecosystem for the WE network of more than 2,100 wealth management firms encompassing 8,400+ wealth advisors.
For Immediate Release
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FP Alpha Teams Up With The Wealth Engineering Family of Companies
Orlando Florida, October 28, 2020 – The Wealth Engineering Family of Companies (WE) is pleased to announce its addition of the FP Alpha intuitively structured planning platform for its network of over 2,100 wealth advisory firms.
Blockchange, Inc. Teams Up With The Wealth Engineering Family of Companies
Orlando Florida, September 22, 2020 – The Wealth Engineering Family of Companies (WE) is pleased to announce its selection of Blockchange as its preferred Digital Asset Management Platform for its network of over 2,100 wealth advisory firms.
Alternative Investment Exchange (AIX) Becomes Wealth Engineering Institute’s Exclusive Provider
Orlando, FL and Philadelphia, PA, August 19, 2020 – The Wealth Engineering Institute (WEI) and Alternative Investment Exchange (AIX) today announced that AIX has been selected as the exclusive provider of alternative investment processing for WEI’s network of more than 2,100 wealth management firms.
Tri-Merit Teams up with The Wealth Engineering Family of Companies
Orlando Florida, July 22, 2020 – The Wealth Engineering Family of Companies is pleased to announce its selection of Tri-Merit as its preferred provider of Specialty Tax Services for its network of over 2,100 wealth advisory firms.
BDO Alliance USA and The Wealth Engineering Institute Renew Their Relationship
The Wealth Engineering Expert Sourcing Consortium
Orlando Florida, June 25, 2020 – The Wealth Engineering Institute is pleased to announce its renewal of BDO Alliance USA as its preferred provider of accounting and tax services for its network of over 2,100 wealth advisory firms.