Phil Allred

Conway

Conway is a technology-driven investment research firm that connects financial advisors and their clients to a curated set of alternative and traditional investment funds/solutions. By integrating institutional-quality research with innovative technology, we empower our clients to make informed investment decisions. Conway transforms the way advisors implement investment portfolios for their clients through objective research, customizable platforms and supportive team members. We provide a range of research services, alternative investment solutions and analytical tools for advisors, including: Alternatives Platform -Curated Fund Line-Up of Hedge Funds, Private Debt, Private Equity and Real Estate -Investment & Operational Fund Due Diligence -Alternatives Portfolio Builder Tool -Digital Subscriptions with 24/7 Secure, Online Access -Low Investment Minimums -Onshore + Offshore Funds -Consolidated Custodial Reporting -Custom & Private Label Fund Capabilities Investment Research -Investment Due Diligence & Monitoring (Traditional and Alternatives) -Operational Due Diligence -Capital Markets Research -Asset Allocation + Model Portfolio Construction -Asset Allocation Tools Technology Solutions -Secure Advisor Portal -Single-Sign-On (SSO) -Private Label Site and URL -Alternatives Integration & Digital Workflows -Digital Subscriptions + Data Room -White-Label Research