Client Solutions

AI Assisted Personalization

Intelligent personalization engine that delivers tailored investment recommendations and insights

Proactive Portfolio Recommendations

Intelligent recommendation system that proactively identifies optimal investment opportunities based on client profiles

Transaction Platform

Secondary market platform enabling liquidity and peer-to-peer transactions for alternative assets

AI Assisted Personalization

Client Solutions is designed to address the unique needs of wealth management firms serving Ultra High Net Worth individuals and families. Our comprehensive platform brings together portfolio management, client engagement, and innovative investment solutions in one integrated environment.

Digital Experience Imperative

You need to deliver premium digital experiences that deepen client relationships and drive interest and engagement.

Critical Strategic Question

Is your bank really prepared to profit from offering private equity?

To answer these questions you need to be able to offer and track the right value proposition to each of your clients across the entirety of your addressable client market, UHNI and institutions.

Elegant Client Applications

Build elegant, personalized mobile and web applications that give HNW, UHNW, and institutional clients full transparency and control.

AI-Powered Relationships

Foster meaningful relationships by enabling easy collaboration with relationship managers and delivering AI-powered insights on a personalized basis to each client.

From portfolio construction and monitoring to client communication and alternative investment access, Client Solutions provides the technology infrastructure that modern wealth management firms need to compete and thrive in today's market.

Interactive Wealth Planning

"I have $3 million in investable assets. I want to be able to receive $250,000 each year beginning in year six while maintaining my wealth. What should my portfolio composition look like?" This is a question Private Bankers hear frequently from clients considering alternative investments. Our interactive portfolio simulation tools provide immediate answers, showing exactly how a proposed private equity investment would impact overall portfolio performance, risk profile, and cash flow projections.

Portfolio Simulation

  • Real-time portfolio impact analysis
  • Risk profile adjustments
  • Performance projections
  • Cash flow modeling

Client Engagement

  • Interactive dashboards
  • Visual scenario modeling
  • Client collaboration tools
  • Personalized reporting

Secondary Market Platform

Revolutionizing Alternative Asset Liquidity for Retail Investors

A Secondary Market internal "Bulletin Board" platform can enable peer-to-peer transactions for Alternative Assets, solving the critical issue of investor liquidity. A readily accessible and transparent internal bulletin board can also enhance client engagement, leading to an increase in allocations to private equity. Bulletin board combined with portfolio simulations showing how a new investment would impact a clients portfolio adds another feature to drive satisfaction and stickiness for your UHNWI's.

Market Access

  • Enables peer-to-peer transfers of fund interests
  • Leverages existing LP data for automated pricing and compliance checks
  • Offers deal structuring tools, secure communications, and transfer support
  • Designed specifically for retail investors in private equity, private credit, real assets, etc.

Transaction Support

  • Cash Flow Forecasting Engine powers forward-looking valuation insights
  • Capital Account Monitoring ensures up-to-date NAV and transaction records
  • Performance Analytics provide buyers with historical fund performance
  • LP Portal Integration gives visibility across the investor base for pricing and matching

Investor Functionality

  • Secondary Listings: Investors list eligible fund interests with suggested pricing
  • Automated Valuation Tools: Based on current LP cash flows, NAVs, and fund forecast models
  • Buyer Matching & Negotiation: Algorithmic match and private offer room
  • Legal & Compliance Workflow: Integrated subscription transfer and tax handling

Platform Benefits

  • Enhances investor confidence and stickiness
  • Increases platform AUM via reinvestment of proceeds
  • Creates recurring revenue streams from listing fees, transaction fees, and data analytics
  • Builds a defensible moat by embedding secondary trading into the lifecycle of retail investing

Transform Your Client Experience

Discover how our Client Solutions platform can enhance client engagement and expand your alternative investment offerings.

Request a Demo