Built for Advisors. Powered by Research & Technology.
Conway is a collaborative partner for Registered Investment Advisors (RIAs), trust companies and institutions. Integrating institutional-quality research with custom technology, we empower our clients to make informed investment decisions.
We are an independent firm with an emphasis on objective, thoughtful research. We customize each client relationship based on need and provide comprehensive, actionable recommendations.
- Investment Due Diligence / Monitoring
- Operational Due Diligence
- Capital Markets Research
- Asset Allocation + Model Portfolios
- Secure Client Portal
We connect financial advisors and their clients to a select group of alternative investment funds that have been fully vetted by our team of due diligence specialists. Onshore and offshore access funds are available to qualified investors for as low as $100,000.
- Curated Fund Selection
- $100K Investment Minimum
- Digital Subscriptions
- Consolidated Custodial Reporting
- 24/7/365 Secure, Online Access
Our in-house fintech tools may be easily customized and white-labeled to suit your organization. Advisors and fund managers deploy our technology infrastructure to enrich their client user experience.
- Secure Advisor Portal
- Custom URL
- Alternatives Integration
- Digital Subscriptions + Dataroom
- White-Label Research
Fill out the form below and a member of our team will be in touch shortly.