Datos Insight Report

Alternative investments continue to surge across wealth management and institutional investing. But as allocations climb, a significant operational gap is widening. A new report from Datos Insights, Alternative Investment Document and Data Management Tools, highlights how outdated alternative investment data workflows have become one of the most pressing challenges facing wealth and advisory firms today.

The industry has made strong progress in expanding access to private markets, yet the operational foundation supporting that growth has not kept pace. Manual document processing and spreadsheet-based workflows remain deeply embedded across alternatives operations but they are not sustainable for scale.  According to Datos Insights, alternative investments now represent 20% to 40% of total AUM at leading wealth management firms. As a result, legacy processes are critical bottlenecks that constrain growth, introduce operational risk, and impair client service delivery. Reflecting this pressure, Datos Insights research shows that 86% of wealth managers plan to increase spending on alternative investment infrastructure in 2026.

The Alternative Investment Document and Data Management Tools report provides a comprehensive market analysis of alternative investment data platforms built specifically for financial institutions. The report features Alkymi as a platform designed to address the unique complexity of alternative investments. 

Alkymi provides: 

• High-accuracy document ingestion
• AI-powered data extraction and validation
• End-to-end workflow automation
• Flexible integration with downstream systems

Alkymi is well suited for firms that prioritize operational efficiency, scalability, and high-quality data across complex alternative investment workflows.

The research draws on insights from registered investment advisors, family offices, private banks, TAMPs, endowments, foundations, pensions, and fund administrators. The report also profiles platform, including Addepar and SS&C Technologies.

The growth of private markets has outpaced the operational systems designed to support them. Alternative investment data management is no longer a back-office concern, it is becoming a strategic differentiator for firms seeking to scale efficiently, reduce operational risk, and deliver a superior client experience. The next generation of alternatives infrastructure will be defined by solutions that combine AI-driven automation, scalable workflows, and secure data governance.

The Datos Insights report provides a research-backed guide to navigating this evolving landscape and selecting the right technology partners for the decade ahead - explore it here.