InvestCloud's Private Markets Account™: A New Era in Wealth Management

InvestCloud Unveils the Private Markets Account™

InvestCloud, a pioneer in wealth technology, has recently launched the Private Markets Account™ (PMA), a groundbreaking offering set to revolutionize wealth management. This innovation simplifies the management of alternative investments alongside traditional assets, providing a unique solution for wealth management firms.

Transformative Features of the PMA

The PMA introduces a dedicated structure within the managed account framework specifically tailored to accommodate alternative assets. This shift enables a holistic integration of public and private investments, streamlining portfolio management and supporting clients in reaching their financial goals efficiently.

A Centralized Investment Hub

By facilitating the management, valuation, and rebalancing of alternative investments from one centralized location, the PMA leverages InvestCloud's robust network of asset managers and financial professionals. This platform is designed to enhance the user's experience, making it easier for financial advisors to manage their clients' diverse portfolios.

Enhancing Portfolio Diversification

The launch of the PMA is pivotal in responding to a market that anticipates a significant increase in private market assets, projected to exceed $30 trillion by 2030. The integration of alternative investments into conventional portfolios allows wealth managers to broaden their asset allocation strategies.

Industry Impact and Market Insights

Recent trends indicate that alternative investments are gaining traction among retail investors. According to industry analysts, there has been a reported rise in retail channels sourcing approximately 13% of total assets under management (AUM), with projections suggesting this could grow to nearly 25% in the coming years.

Shifting Focus Toward Retail Segments

Wealth managers are increasingly targeting retail investors, offering diversified liquidity products that cater to a broad audience, including ultra-high-net-worth clients. They are utilizing alternative investment platforms to better position themselves within this burgeoning segment of the market.

Commitment to Innovation and Client Success

Jeff Yabuki, CEO of InvestCloud, emphasized that the PMA is more than just an innovative product; it represents a significant commitment to transforming wealth management. By combining advanced technology with strategic partnerships, InvestCloud aims to fulfill the growing demand for private market investments.

A Partner for Financial Growth

As the first provider to create a dedicated sleeve for alternative assets in the U.S. managed account platform—currently managing over $3 trillion in assets—InvestCloud positions itself as an essential partner in the wealth management space. The PMA empowers financial advisors with tools necessary for managing an extensive range of private market securities.

About InvestCloud

InvestCloud's mission is to enable a smarter financial future through innovation in wealth technology. Serving a diverse clientele, including wealth and asset managers, banks, and insurance companies worldwide, the firm represents over 40% of the $132 trillion in total global assets. InvestCloud continuously strives to deliver personalized financial solutions by connecting clients with enhanced intelligence and tailored technology.

In recognizing InvestCloud's commitment to excellence in this dynamic industry, the company was honored as a top Fintech company by CNBC, highlighting its ongoing dedication to meeting the evolving needs of the financial services sector.

Frequently Asked Questions

What is the Private Markets Account™ from InvestCloud?

The PMA is an innovative managed account offering designed to integrate alternative investments seamlessly with traditional assets for wealth management firms.

How does the PMA support financial advisors?

The PMA provides wealth managers with the tools to efficiently manage private market securities, enabling a holistic investment strategy.

What are the advantages of using the PMA?

The PMA enhances operational efficiency, improves portfolio diversification, and supports the achievement of financial goals through integrated asset management.

Why is the PMA significant for the wealth management industry?

As private market assets are expected to grow significantly, the PMA positions InvestCloud at the forefront of this transition, facilitating greater access for wealth managers.

How does InvestCloud ensure technological advancement in wealth management?

InvestCloud is committed to continuous innovation, integrating connected technologies and strategic partnerships to meet the demands of the evolving market.

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