The IPA OpsTech Innovation Forum will bring together Portfolio Diversifying Investment (PDI) industry stakeholders to advance efficiencies and transparency throughout the PDI transaction process.

The IPA OpsTech Innovation Forum will leverage a series of roundtable discussion and workshops to identify areas of improvement and to agree on takeaway tasks that ensure subsequent action.

By leveraging technology-based protocols, pursuing relevant regulatory and legislative changes and establishing operational standards, the industry has the power to improve the client experience and streamline ease of ownership.  The ultimate objective is to reduce the complexities and friction of alternative investment transactions and reporting, while enhancing investor disclosure.