Marketplace → settled. One workflow.

The five screens an AdvisorEngine advisor walks through to take a client from interest to settled position. Click any step to jump to that screen. Built on the workflow Michael walked through in the Apr 21 demo.

orion-alts-education-portal.pages.dev/marketplace

Alternatives Marketplace

BuyMaintenanceExplore

M. Stern · AdvisorEngine

Buy

Choose a product to begin investing or view orders in progress.

KKR

KKR Private Equity Conglomerate

Evergreen PE · Min $50K

Begin →

BLACKSTONE

Blackstone Private Credit Fund

Non-traded BDC · Min $2.5K

Begin →

ARES

Ares Strategic Income Fund

Interval fund · Min $2.5K

Begin →

APOLLO

Apollo Aligned Alternatives

PE secondaries · Min $250K

Begin →

BLACKSTONE

Blackstone Real Estate Income

Non-traded REIT · Min $2.5K

Begin →

BLUE OWL

Blue Owl Credit Income Corp

Non-traded BDC · Min $2.5K

Begin →

We give you a list, we say we want these 10 to show up and then you just constrain the list… Flip the switch and turn those on.

— On constraining the product list to AdvisorEngine's curated lineup

Continue: New Buy Order

orion-alts-education-portal.pages.dev/marketplace/order/new

Alternatives Marketplace

BuyOrder

M. Stern · AdvisorEngine

New Buy Order

Blackstone Private Credit Fund (BCRED)

Investor AccountJohn & Lisa Marin — JTWROS · 36137294768

Custodial ArrangementPershing

Purchase Type○ Additional   ● Initial

Purchase Amount$25,000

Purchase below the minimum amount may be subject to further review. Initial purchase minimum for this fund is $2,500. Your entry exceeds the minimum.

Accreditation status✓ Accredited investor verified (last 12 mo.)

Suitability check✓ 5/5 checks passed

← Back to Marketplace Continue to Subscription

Man, this is so clean. I love what you built. It's very clean, very easy, very simple to implement.

— On the conditional-logic flow

Continue: Subscription Form

orion-alts-education-portal.pages.dev/marketplace/order/subscription

Alternatives Marketplace

Subscription Form

M. Stern · AdvisorEngine

BCRED Subscription Agreement

79% Complete · Auto-saved 2s ago

Mailing address123 Aurora Way, Ashland, LA 70304

Different street?○ Yes   ● No

OccupationSoftware Executive

Communication pref● Electronic   ○ Paper

Substitute W-9✓ Completed

Firm InformationAdvisorEngine · RIA

← Back Continue: Order Overview

This is robust.

— On the in-platform workflow vs. email-and-spreadsheet chaos

Continue: Order Overview

orion-alts-education-portal.pages.dev/marketplace/order/overview

Order Overview

Cancel OrderEdit OrderPreview

Order Overview

Investment Information Form

BCRED Subscription Agreement

Supporting Documents

ID document — John Marin

Uploaded · 03/14/2026 10:26 AM · driver's-license.png

Verified

ID document — Lisa Marin

Uploaded · 03/14/2026 10:28 AM · passport.png

Verified

This is, this is robust. Man, this is amazing. Night and day difference between what you described, doing it via email, trying to figure out who has responsibility and who's going to provide those documents versus being in the system.

— The "robust moment" — Apr 21 demo, t≈14:30

Continue: Settled position

orion-alts-education-portal.pages.dev/dashboard

Client Dashboard · J. Marin

M. Stern · AdvisorEngine

Position settled

$25,000 in BCRED · settled

Initial subscription complete. Position visible in AdvisorEngine dashboard. Quarterly NAV reporting auto-syncs from Blackstone.

Position value

$25,000

As of Apr 30, 2026

Estimated yield

9.2%

Annualized

First distribution

$575

Expected Q2 2026

Next redemption window

Jul 1

Q3 2026

Total elapsed time: 14 minutes

From "Begin" click to settled position. Replaces what previously took 5–7 business days of email + spreadsheet workflow.

I need to get it out, like, in the next two months.

— On urgency to bring this experience to AdvisorEngine advisors

← Start over Open the live Marketplace