One platform for your plans, your clients and private market access.
Portfolio Studio handles goals-based planning and proposals. Private market access gives your clients feeder fund vehicles built for your practice. Central oversight keeps all of it inside your firm’s playbook.
Everything you need to advise more households.
Portfolio Studio Alpha
Goals-based plans and proposals your clients understand, plus the client portal where they approve them.
Learn more →Private market access
Feeder fund vehicles for your clients, with onboarding, capital calls, reporting and transfers already built.
Learn more →Central oversight
Your firm’s risk limits, suitability checks and trade surveillance, applied to every plan.
Learn more →Security and compliance
Eligibility checks, KYC/AML and a record of every proposal and approval.
Learn more →Your client asks. You adjust. Your playbook checks.
Your client tells you what they want
From “I want to save responsibly” to “I want to take risks!”, plus their goal and how long they have.
You adjust the plan
Portfolio Studio drafts the allocation. You review it, add your note and send it.
Oversight checks it
Your firm’s playbook checks suitability, concentration, liquidity and trading before anything moves.
Your client approves
They approve the exact proposal they saw, and it stays on record for your next review.
See it with your own clients in mind.
Join the alpha or book a walkthrough with our team.