Concorde Adopts New Analytics Platform for Alts Due Diligence, DST Recs
Concorde Investment Services, an independent broker-dealer and registered investment adviser platform serving financial advisers nationwide, announced the firmwide adoption of AltsIllustrator, an analytics and comparison platform developed by two financial advisers within the Concorde system: Richard Gann and Jason McMurtry.
The new tool is now available to all Concorde-affiliated advisers to support deeper due diligence, clearer investment comparisons and more informed client recommendations regarding Section 1031 exchange investments via Delaware statutory trust offerings.
AltsIllustrator adviser creators recognized the need for a standardized, data-driven way to evaluate alternative investment programs. The platform aggregates key offering details – including strategy, asset type, leverage, fees, distributions, historical performance, liquidity terms and sponsor-provided metrics – and presents them in a clear, sortable format. Advisers can compare multiple offerings side-by-side with consistent calculations, color-coded scoring, and visual analytics that streamline research and enhance documentation for compliance.
“Concorde has always championed adviser-driven innovation,” said Danielle Delongchamp, chief executive officer of Concorde. “AltsIllustrator reflects what happens when advisers identify a real need and build a solution that elevates the entire network. We’re proud to support tools that help our financial professionals deliver more transparent, data-rich guidance to their clients.”
With alternative investments playing a growing role in portfolio construction, advisers increasingly rely on efficient, accurate research workflows. AltsIllustrator reduces the burden of manual spreadsheet analysis and allows Concorde advisers to quickly match investment characteristics to client objectives, risk profiles and suitability considerations.
“We built AltsIllustrator because we needed a better way to compare offerings for our own clients,” said Gann, co-creator of AltsIllustrator and a Concorde financial adviser.
McMurtry, also co-creator of AltsIllustrator and a Concorde financial adviser, added, “Concorde’s support means more advisers can leverage clean data, consistent metrics, and clear visuals to help clients understand the differences between deals.”
Concorde financial professionals may access AltsIllustrator immediately through the firm’s approved technology suite.
Last fall, the AltsWire editorial team sat down with Amy Arnold, chief due diligence officer at Concorde Investment Services, for our “Five Questions for…” series. Arnold leaned into her decades’ experience and expertise in operations as we discussed how the independent broker-deal channel is influencing innovation and increasing access within the alternative investments industry.
Concorde is a nationally recognized, full-service broker-dealer, RIA, and insurance firm committed to supporting financial professionals and their clients. Through an integrated ecosystem of investment, advisory and insurance solutions, the firm provides tools and expertise to help clients reach financial objectives.
Headquartered in Michigan, Concorde Holdings Inc. is the parent company of Concorde Investment Services, Concorde Asset Management, and Concorde Insurance Agency. The firm serves clients across all 50 states.
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