In a bid to bolster its services to Registered Investment Advisors (RIAs), Opto Investments, a technology-driven solution facilitating access to private markets, has unveiled its latest feature, custom funds capabilities.
This development marks a significant stride in Opto’s mission to empower forward-looking investment advisors with the tools they need to navigate private markets confidently.
The newly introduced custom funds capabilities offer RIAs the flexibility to craft white-label fund strategies that encompass a wide spectrum of private market assets, including private credit, equity, real estate, venture capital, and infrastructure.
Informed by Opto’s extensive knowledge of private markets and its keen understanding of the advisory landscape, this enhancement is tailored to meet the unique requirements of high-net-worth and ultra-high-net-worth clients.
Opto goes beyond mere access to private markets by incorporating a comprehensive due diligence process. This process equips advisors with a meticulously curated selection of private market opportunities, underpinned by thorough research and analysis.
Advisors can leverage this wealth of information to design custom strategies that align closely with their clients’ financial objectives and risk preferences. The multi-manager approach further enhances advisors’ capabilities, enabling them to offer diversified exposure to potentially bolster risk management and optimise returns.
Opto CEO Ryan VanGorder said: “The rollout of Opto’s custom fund capabilities reflects our commitment to supporting advisors and giving them personalised solutions to navigate private markets effectively.
“We’re focused on helping advisors to not just compete but to stand out, providing them with avenues to offer unparalleled value to their clients. This new approach is set to elevate the private markets investment experience for advisors and clients alike.”
One of Opto’s key strengths is its ability to streamline administrative tasks typically associated with private markets. This includes managing capital calls and tax documentation, which can be time-consuming for advisors.
By automating these processes, Opto allows advisors to redirect their focus towards core responsibilities and nurturing client relationships.
Moreover, Opto recognises the importance of knowledge-sharing in the financial advisory industry. To this end, it provides a range of educational resources aimed at elevating advisors’ understanding of private markets.
Armed with this knowledge, advisors can engage in more informed and meaningful conversations with their clients. Opto’s dedicated team of experts stands ready to assist advisors in navigating the intricacies of the private markets landscape, ensuring that they are well-equipped to meet their clients’ evolving needs.
ShoreHaven Wealth Partners, an independent wealth management firm specialising in affluent multigenerational families and high-net-worth individuals, has already embraced Opto’s custom funds offering.
By doing so, ShoreHaven aims to expand its clients’ exposure to private markets, leveraging the comprehensive capabilities provided by Opto Investments. This partnership exemplifies Opto’s commitment to supporting RIAs and their clients in their pursuit of investment excellence within the private markets domain.
