Latest addition to Opto’s end-to-end private markets platform helps advisors illustrate the role of private markets investments in advancing long-term goals for their clients
Opto Investments (“Opto”), a comprehensive, technology-led solution to simplify private markets investing and servicing for independent investment advisors and family offices, today announced the launch of its new Planner tool. Planner simplifies long-term private markets investing by helping advisors determine appropriate target private markets allocations and develop an investment pacing strategy suited to each client’s needs.
Opto partners with registered investment advisors (“RIAs”) and single- and multi-family offices to build and deliver tailored, proprietary private markets funds on an elegant, user-friendly platform that minimizes the burden of administration.
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Its sophisticated technology suite now includes Planner, which empowers advisors to create analytically rigorous, long-term private investment plans. Each plan is customized to the RIAs’ clients’ individual goals and provides clear projections for investments across private markets that reflect their financial plan. Advisors can select target allocations by leveraging their firm’s model portfolios through custom funds crafted in partnership with Opto. They can then create a pacing plan to reach the target and quickly deliver an elegant proposal to clients that clearly communicates the investment plan.
“From start to finish, private markets can be complex,” said Eytan Schindelhaim, head of product at Opto Investments. “At Opto, we embrace that complexity and create solutions that are thoughtfully simple. The Planner enables advisors to clearly demonstrate to clients how private markets can help them achieve their goals within the context of their total portfolio – and then lays out the steps to get there.”
Opto’s platform helps advisors guide clients through the entire private markets investment lifecycle. The platform includes investment selection and diligence collaboration, and portfolio construction tools. And once clients are ready to transact, it features a simplified subscription document flow and automated back-office processes including managing capital calls, tax documentation and reporting.
Opto’s total partnership model allows firms to efficiently build and scale institutional-quality private markets programs while minimizing the need for additional resources.
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