Shaping the Future of Private Markets
As demand for alternative investments continues to grow, firms are under pressure to deliver access without compromising scale, compliance, or the advisor experience. But for many, the process of integrating private assets into managed accounts remains disjointed, filled with manual workflows, operational risk, and limited flexibility.
That’s where the InvestCloud’s Private Markets Account™ (PMA) comes in.
PMA allows firms to manage public and private assets together in a single model, within both unified and separately managed account structures. It handles capital calls, redemptions, and distributions automatically, while built-in intelligence ensures asset-specific rules are respected during rebalancing. Whether it is interval funds, tender offer funds, or private credit, PMA removes the friction that has long held alternatives back from scale.
For firms navigating legacy systems and evolving client expectations, PMA provides a modern and scalable path forward.
At the Jolt Conference, Cheryl Nash, President of APL at InvestCloud, shared how PMA is already in use by firms today and how upcoming capabilities, including protected sleeves and expanded rebalancing logic, are driving real impact. The goal is not just to offer alternatives, but to fully integrate them into the advisor workflow.
Watch the full conversation below to learn more about the future of alternatives in managed accounts.