Solution introduction
We've Cracked the Code on Private Markets
Manage public and private assets all in one platform
Our Private Markets Account, or PMA, enables advisors to integrate private market investments seamlessly into their discretionary client portfolios alongside public market securities — all within a single, unified platform.
By joining the PMA Network, wealth managers also gain access to ‘off the shelf’ private markets models developed by leading alternative asset managers within the network.
- Manage holistically: Direct allocation, risk, tax planning and rebalancing of all assets in one place.
- Report better: Access performance data and insights across all holdings with a simplified, comprehensive view that’s easy to share with clients.
- Allocate confidently: Select from exclusive “off the shelf” models created by market-leading alternative asset managers.
