Key benefits
A consolidated and simplified structure
Our platform simplifies the investment process, allowing financial advisors to offer new funds without the complexity or administrative burden of traditional structures.
Value proposition
Differentiate your offering
Compete with highly resourced wealth management firms to enhance client outcomes and win business by offering unique investment strategies.
Private fund access
With lower minimums and access to some of the largest private funds in the industry, your qualified clients can tap into institutional-quality investments without going direct.
An integrated solution
Our platform streamlines operational workflows, ensuring that your qualified clients enjoy seamless subscriptions, consolidated reporting, and simplified administrative processes.