Alternative investments are becoming a critical part of wealth management, yet accessibility and operational complexity have slowed adoption. On the latest episode of #WealthTechToday with Ezra Group, InvestCloud CEO Jeff Yabuki discusses how the Private Markets Account™ (PMA) network is reshaping private market access—creating a standardised, scalable framework that seamlessly integrates alternatives into managed accounts.
Key Takeaways from the Podcast:
- Seamless integration of alternatives – How the PMA network allows private and public assets to be managed together in a single, dedicated sleeve within the managed account structure.
- Expanding access for wealth managers – The role of technology in enabling firms to offer private equity, private credit, and real estate alongside traditional investments.
- Driving industry-wide collaboration – How InvestCloud is working with asset managers, strategists, and wealth firms to simplify alternative investment distribution.
“The PMA will enable the wealth management industry to benefit from the private markets through a combination of our leading technology, relevant models and top-tier partnerships with key leaders in the industry. We are focused on creating a network of connected capabilities to meet growing client demand for private market investments that allows our clients to prosper in this exciting and transformational time.” – Jeff Yabuki, Chairman and CEO, InvestCloud.
With US$3 trillion in assets and nearly 4 million models powered by InvestCloud, the PMA is designed to break down barriers and unlock new opportunities in private markets. Listen in to hear how InvestCloud is setting a new standard for alternative investments.
Listen now on WealthTech Today
Read the original article here.
