MassMutual Adopts SUBSCRIBE’s Alternative Investment Platform to Help Centralize and Operate Private Market Offerings

Springfield, Mass. –The SUBSCRIBE alternative investment technology platform that helps institutional and wealth manager firms digitalize, centralize, and operate their complex private market programs is now available to financial advisors affiliated with MML Investors Services, a leading independent broker/dealer and investment adviser subsidiary of MassMutual.

“This is yet another example of our desire to elevate the advisor and client experience to set them up for a more successful future when allocating to alternatives,” said Vaughn Bowman, CFA, head of wealth management with MassMutual. “We are all about providing options to advisors to help clients secure their future, and adding quality alternative investments offered on the SUBSCRIBE platform to our portfolio further strengthens our shelf of offerings.”

• SUBSCRIBE’s platform provides advisors with a central venue on which to discover, research, transact, and operate investments across a curated menu of products, including private equity, private credit, real estate, and hedge funds.
• The platform integrates with any organization’s software ecosystem and its open-architecture technology offers support for the complicated investment document processing for1031 Exchange funds or DSTs, Exchange Funds, SMAs, and all other direct or feeder private fund offerings, no matter where a wealth management firm may source these products.
• Innovative compliance overlays allow for monitoring and supervision, validate advisor registrations, account pre-qualification and suitability, sales-kit delivery, and a myriad of additional firm-specific validations relating to concentration limits and state restrictions for each fund investment.
• Investment lifecycle support is available for all pre-trade and trade workflows, and further automating the collection of investment data and documents to deliver to downstream third-party systems, to support post-trade workflows.

“Our platform’s ability to integrate seamlessly with large complex wealth organizations and deliver a single super-platform that can centralize and operate any fund, any investor, anywhere in the world positions them, their clients, and fund manager partners for success,” concluded Rafay Farooqui, Founder and CEO at SUBSCRIBE.