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Model allocations, evaluate funds, and automate admin with AI-powered workflows

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Build client-ready materials and connect proposals to streamlined transaction workflows

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Manage

Deploy capital thoughtfully, and automate investment servicing, updates and reporting

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The Opto platform

Learn how our platform is reinventing the private markets investing experience for wealth managers

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Private assets

3 min watch

How top private asset managers continuously outperform

Top private managers continue to be top performers - making it important to back the right managers.

Private equity

5 min watch

Hellman & Friedman's private equity strategy

Erik Ragatz discusses the firm's focused approach to PE investment and selecting companies

Private credit

5 min watch

What is private credit and what role can it play in portfolios?

Keri Findley gives an overview of what private credit is and how it can fit in your portfolio.

Private assets

2 min watch

What are the pros and cons of fund-of-funds structures?

Understand why and when investors may consider fund-of-funds structures to access private assets

Private equity

5 min watch

Logistics overhaul: Investing in the backbone of America

What is logistics? What are the industry problems and what opportunities do they create for innovation?

Private assets

3 min watch

UTIMCO's Britt Harris on transitioning to alts

What do investors need to know before adding alternatives to their portfolios?

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The information contained herein, is provided for discussion purposes only and is not intended as, and may not be relied on in any manner as legal, tax or investment advice, recommendations, or as an offer to sell, a solicitation of an offer to purchase or recommendations of any interest in any fund or security. Any such offer may only be made pursuant to the delivery of formal offering documents. Alternative investments are complex, speculative investment vehicles and are not suitable for all investors. An investment in an alternative investment entails a high degree of risk and no assurance can be given that any alternative investment's investment objectives will be achieved or that investors will receive a return of their capital. Any fund or manager information presented herein is fictitious, provided for illustrative purposes, and is subject to change without notice. Past performance is not indicative of future results.

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