Wealth Managers

Differentiator private markets

intro image
Simulate different private market allocations
Select top-tier private markets funds
Implement in discretionary or advisory business models
Wealth Manager Feature

Discretionary or advisory model

A turnkey platform to implement private market funds across all client portfolios

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.

Portfolio Simulation Tool

The entire investment process in one platform

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

Explore the entire
fund universe