A document with annotations pinned to the exact words they're about. Each note is tagged must-fix / should-discuss / nit. Click a highlight in the doc to focus its note; click a note to jump back. Beats tracked-changes hell for deck reviews, contract redlines, content reviews, proposal reviews.
"Aqua: the modern operating system for alts." Subtitle: A new chapter for Aspen Wealth's investment platform.
Wealth managers are losing share to advisors who can offer alternatives at scale. The bottleneck isn't access — it's manual ops. Sub docs, K-1s, capital calls, statements: every alt fund adds a permanent ops tax.
Aspen runs $1.4B AUM across 38 advisors. Today, alts are ~6% of book — limited by operational drag. Average new-position onboarding takes 14 business days end-to-end, with five hand-offs between client, advisor, ops, and admin.
One: AIX connects your custodian + admin + reporting into one operating layer. Two: Access Vehicles provides feeders and SPVs you don't have to build yourself. Three: Document Intelligence auto-extracts every doc that hits the inbox. Result: 42% ops time saved, 14-day onboarding compressed to 36 hours.
Branded advisor portal. Investor statements in Aspen's voice. Allocation drift alerts. A live alts patchwork audit of your current book. Plus access to our Marketplace of 12 sponsor partners with negotiated terms.
Aqua-served advisors at firms your size see 2.4× alts share growth in year one. Median ops cost falls 38%. We expect Aspen to reach 14% alts allocation by end of Year 1, 22% by end of Year 3.
Each annotation in the doc is a <span class="anno"> wrapping the relevant words, with severity classes (must / default should / nit) and a data-id. The right panel reads NOTES array and binds clicks both ways.
const NOTES = { n1: { severity: "must", who: "Appa", text: "Headline too generic. Lead with the AAS-specific framing." }, // ... etc };
Deck review, content review, contract redlines, copy review, proposal feedback. Anywhere a Google Docs comment thread is more friction than help. Especially useful for design + copy crits where the structure of the doc matters as much as the words.
Legal redline of MSA, customer-deck feedback round, RFP-response review, blog post copy-review, press-release approval flow.