Manage
Our portal makes investing in private markets as simple as possible.
Navigate the world of private markets through our portal: insight into the current portfolio, future exposure and cash flows, with the administrative work streamlined for every party involved.
Full-service portal
Five things it does, in the order a partner meets them.
Onboarding
Our wealth manager partners can onboard new clients in minutes, with KYC, suitability and signatures handled in the flow rather than in an email thread.
Investment planning
Future commitments planned against target exposure and expected cash flows, so the allocation path is a decision rather than an accident.
Portfolio builder
Construct the portfolio across managers, vintages and asset classes, and see the resulting exposure before committing to it.
Execution
Subscription documents assembled, signed and tracked through to close.
Consolidated reporting
One view across every manager, structure and vintage, for the adviser and for the end investor.
Your brand on the front
Private banks and multi family offices run the platform as their own private markets shelf. Clients stay in your environment; your advisers get something they can put in front of them.
One place, not four
Adviser, end investor, administrator and Troviq work in the same system, which is what removes the administrative load rather than moving it around.