Opto Launches New Planner Tool to Visualize and Build Personalized Private Markets Allocations
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......