BANKS

Scale Private Markets advisor and client adoption

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Top-tier private market funds available
Flexible white-label infrastructure for advisory and self-directed business
Compliant, digital subscription using internal custody accounts
Multi Family Office Features

Private Markets for wealth advisory and model portfolios

  • Private Markets for best-in-class user experiences: Seamlessly integrated and customizable to the specific requirements of the bank
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Interactive fund exploration

360° Fund Review - Targets, Track Record, Portfolio Insights, Ratings, and Exclusive Manager Interviews

Interactive fund exploration

Offer clients a broad spectrum of private market funds

Liquidity
Investor
Product types
Portfolio Simulation Tool

Advisor and client education

Step-by-step private markets introduction, asset class deep-dives and portfolio simulation - for advisors and investor

Efficient management of investments

Regulatory documents, fund information and reportings in one portal

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Multi Family Office Reporting

How Privatize Works

platform cycle
  1. Registration Sign up in under five minutes
  2. Knowledge Transfer Articles and webinars on all asset classes and products
  3. Selection A variety of top-tier fund providers and asset classes
  4. Subscription Compliant and digital subscription in existing custody accounts
  5. Reporting Regular updates on invested funds

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