Scalable infrastructure for alternative investing

With one simple integration, CaliberX offers a modern system for distributing and servicing any private market assets.

Seamlessly integrate Caliber X's suite of APIs‍

Marketplace

Provide your customers a curated marketplace of best-in-class alternative investments vetted industry experts. Or bring your own alternatives to furnish a custom marketplace.

Onboarding

Equip your platform with our comprehensive KYC/AML solutions, including investor suitability and accreditation, ensuring secure and compliant transactions.

Trade
execution

Submit investments using our API-enabled subscription document processing software while we handle the complexity of orchestrating orders across investment operations providers.

Clearing & Settlement

Our APIs allow you to reconcile portfolio positions, handle capital calls, and manage the end-to-end payments process.

Portfolio management

We aggregate portfolio and reporting data across multiple sources while making sure your customers receive all capital distributions.

Built with developers in mind

We empower developers to craft comprehensive, tech-enabled investing experiences. Whether you use our entire API suite or select functionality to supplement your existing stack, CaliberX will provide your customers with a best-in-class experience.

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Featured Coverage

The contents of the Platform may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Poolit itself or its investments. These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions that are difficult to predict with regard to timing, extent, likelihood and degree of occurrence. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements. Furthermore, Poolit undertakes no obligation to update, amend or clarify forward-looking statements, whether as a result of new information, future events or otherwise. Furthermore, past performance is not indicative of future results; no representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided.

Please carefully read Poolit’s Terms of Service, available here: https://www.poolit.com/terms-of-service. Among other things, you must acknowledge that the content of the Platform is for general, informational purposes only and is not intended to constitute an offer to sell or buy any securities or other assets or promise to undertake or solicit business, and may not be relied upon in connection with any offer or sale of securities or other assets. Offers can only be made where lawful under, and in compliance with, applicable law. We make no representations that any information provided via the Platform is accurate, current, reliable or complete. You are solely responsible for evaluating the risks and merits regarding the use of the Platform and any services provided herein. We are not utilizing the Platform to provide investment, legal, accounting, tax or other professional advice, and nothing on the Platform is to be deemed a recommendation that you buy, sell or hold any security or other investment or that you pursue any investment style or strategy. If you would like investment, accounting, tax or legal advice, you should consult with your own advisors with respect to your individual circumstances and needs. Any transactions listed on the Platform are included as representative transactions and are not necessarily reflective of overall performance.