Effortlessly navigate the world of Private Markets through our state-of-the-art portal. Access insights into your current portfolio, future exposure, and cash flows. Streamline administrative tasks for all parties involved, simplifying the entire process.
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Onboarding Our wealth manager partners can onboard new clients in minutes.
Investment planning Planning future commitments based on target exposure and cashflows.
Portfolio builder Selecting funds to execute the investment plan.
Execution Once an investor is onboarded, investments can be made through a seamless digital execution process.
Consolidated reporting Our Partners can integrate their investors’ private markets portfolios in their broader portfolio reporting.
Our portal makes investing in private markets more transparent and much simpler. The consolidated portfolio overview provides insight into exposure across regions and sectors; simplifying what would otherwise be a labour intensive and manual process of data collection and consolidation. The portal also keeps you updated on our new strategies, research and white papers, and allows for simple digital execution of new investments.
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Our portal, which can be branded to your firm if desired, makes delivering private markets exposure your clients more transparent and much simpler. The consolidated portfolio overview provides insight on a client by client basis into exposure across regions and sectors; simplifying what would otherwise be a labour intensive and manual process of data collection and consolidation. The portfolio builder and investment planning tools enable you to develop, and iterate, customised investment programs for each client. You also have the choice over whether to invite your end-clients to use the portal directly, and whether they have the ability to make new investments or have “read only” access.
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The portal features a special module for advisors. At a glance, you can see all your relationships and their investments. Onboarding relationships and committing to funds is straightforward. The investment planner ensures a high-quality construction of a Private Markets portfolio. If desired, you can provide your clients with direct access to the portal, offering them a unique direct experience.
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Our portal, which can be branded to your firm if desired, is the “one stop shop” for your senior employees to engage with your Troviq-delivered private markets investment program. The simple and efficient process allows for time-poor senior professionals to quickly onboard, review and execute new investments and access ongoing reporting. Where applicable, access can also be provided to professional advisors such as tax advisors, to further reduce complexity.
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