Wealth Managers
Differentiator private markets
Simulate different private market allocations
Select top-tier private markets funds
Implement in discretionary or advisory business models
Discretionary or advisory model
A turnkey platform to implement private market funds across all client portfolios
Create accountOffer clients a broad spectrum of private market funds
Liquidity
Investor
Product types
Portfolio simulation
Simulate how including private markets funds impacts KPIs of existing equity, bond and real estate portfolios.
The entire investment process in one platform
- Registration Sign up in under five minutes
- Knowledge transfer Articles and webinars on all asset classes and products
- Selection A variety of top-tier fund providers and asset classes
- Subscription Compliant and digital subscription in existing custody accounts
- Reporting Regular updates on invested funds