Private Markets Meet Managed Accounts: Automating the Impossible
On a recent episode of Wealth Advisor TV, Cheryl Nash, President of APL at InvestCloud, shares how the company is redefining the future of managed accounts by combining public and private markets in one seamless, scalable platform.
Private markets, unlocked.
On a recent episode of Wealth Advisor TV, Cheryl Nash, President of APL at InvestCloud, shares how the company is redefining the future of managed accounts by combining public and private markets in one seamless, scalable platform.
Watch the Podcast to discover how APL and PMA* are shaping the next era of managed accounts by helping firms operationalize alternatives within model‑traded portfolios and how AI will accelerate advisor productivity and smarter financial outcomes for clients.
*PM+, formerly known as PMA, is referenced in the coverage above under its previous name.