Swift Chats in the Financial Services Industry

Author: Impact Communications, Inc.

Welcome to "Swift Chats" in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and "fintech" companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at helping independent financial advisors throughout the various conversations. Learn more at https://www.ImpactCommunications.org
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Language: en

Genres: Business, Marketing

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Bringing Transparency to Alternative Investment Data with Stacy Chitty and Henry Zelikovsky
Episode 96
Monday, 8 June, 2026

In this Swift Chat conversation, Marie Swift speaks with Stacy Chitty of Blue Vault and Henry Zelikovsky of Softlab360 to discuss how better data and modern technology are transforming the way financial advisors and asset managers evaluate alternative investments. The conversation explores Blue Vault's new research portal, built to bring greater transparency, usability, and depth to alternative investment data. With a Snowflake-backed data infrastructure and standardized performance metrics, the portal helps users analyze and compare offerings across non-traded REITs, BDCs, interval funds, tender offer funds, DSTs, and more. Chitty shares his thoughts on why the market needed a better way to access alternative investment research and how Blue Vault has been collecting and vetting performance-based data since 2009. He emphasizes that the portal makes it easier to access standardized performance metrics, compare offerings, and evaluate risk, leverage, distributions, and other details that matter when assessing alternative investments. Zelikovsky highlights how Softlab360 helped build the portal's underlying technology and data architecture to support more flexible, scalable, and granular analysis. He sees the portal as a foundation for future capabilities like comparative analysis and more interactive, conversational ways to work with the data. Learn more about Stacy Chitty and Blue Vault at www.BlueVaultPartners.com. Learn more about Henry Zelikovsky and www.Softlab360.com.