"What's the allocation — how much of the portfolio is illiquid vs. liquid? The answer tells me how much of your practice is outside traditional portfolio management tools."
"We have an alternative assets module — private equity, real estate holdings, hard assets. It's designed for advisors with significant illiquid allocation. Does that fit your client base?"
"Illiquid assets create complexity that traditional planning tools don't handle well. The advisors who do this well have a system that tracks the full balance sheet — not just the liquid part."
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