Wealth Managers & Multi Family Offices
Efficient access to private markets
Top-tier private equity, private debt and infrastructure funds
Digital and compliant subscription into custody accounts
Comprehensive reporting on your clients‘ investments
Turnkey platform for any business model
- Solutions for discretionary or advisory model, as well as family officers with or without brokerage or advisory license
Efficient management of investments
Regulatory documents, fund information and reportings in one portal
Create account
Offer 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