PRIVATE MARKETS NOW ACCESSIBLE
FinCap Platform
A managed account solution designed for wholesale investors, financial advice firms and research consultants, giving advisers a straightforward way to offer professional managed portfolios of private assets, without needing to select individual products themselves.
PLATFORM PREVIEW NOTICE:
The platform is now open for preview. Register to explore available investment opportunities, review past performance, understand fees, and access all disclosure documents.
WHAT THE PLATFORM OFFERS
Institutional private
markets access.
Delivered through a
managed account structure.
The platform has full functionality to feed portfolio data backed into core wealth management systems, providing a complete view of each wholesale investor’s portfolio in one place.
In addition to private asset managed account portfolios, the platform provides select opportunities for co-investment in direct and special private asset deals. It supports management of different liquidity profiles, with a treasury function to help manage these requirements, enabling advisers to deliver tailored portfolio solutions.
PRIVATE EQUITY
Access to leading private equity managers through a managed account structure, with direct client ownership of underlying assets.
PRIVATE CREDIT
Exposure to private lending strategies across corporate, real estate and infrastructure credit.
REAL ASSETS
Infrastructure and real asset strategies providing long-duration income and inflation linkage.
DIRECT DEALS
Select access to direct and special private asset deals alongside the managed account portfolio.
KEY FEATURES
What You Get
• Professionally managed portfolios
Offers curated portfolios of private assets, simplifying adviser workflow and removing the need to select individual products themselves.
• Integrated portfolio view
Consolidates client holdings and feeds data back into core wealth management systems, giving advisers a complete view of each client’s portfolio in one place.
• Customised liquidity management
Supports various liquidity profiles with a treasury function to help advisers manage client-specific requirements and deliver tailored portfolio solutions.
• Direct and co-investment opportunities
Provides access to select private asset deals alongside the managed account portfolios.
• White labelling options
Available for financial advice firms seeking to offer the platform under their own brand.
• Future scalability
Initially available for wholesale clients, with flexibility to accommodate retail investors over time.
GOVERNANCE
Institutional Standard
INVESTMENT COMMITTEE
An independent Investment Committee with deep expertise across private equity, private credit and real assets reviews every investment decision on the platform.
BCA RESEARCH
Strategic asset allocation and tactical asset allocation frameworks informed by BCA Research's global macro research and annual Capital Market Assumptions.
INDEPENDENT DUE DILIGENCE
Investment due diligence and operational due diligence conducted on every fund by an independent specialist before admission to the platform.
Built on OpenInvest's proven managed account technology, the platform delivers transparency, control and reporting at scale.
STRATEGIC PARTNERSHIP
Pinnacle Investment Management
Pinnacle Investment Management, one of Australia's leading multi-affiliate investment managers, has made a strategic investment in FinCap to support the launch and growth of the FinCap Platform. Built on OpenInvest's proven technology and supported by Pinnacle as a strategic partner, the platform delivers transparency, control and reporting at scale.
Hear directly from FinCap founder and Chair Christian Ryan on what the partnership means and why institutional backing is central to reshaping private markets access in Australia.
LEARN MORE
Managed Accounts Explained
In this video, Christian Ryan explains how managed account structures are reshaping access to private markets for Australian advisers and wholesale investors, covering what a managed account is, how it applies to private markets, and the practical benefits for adviser portfolios.
Want to know more?
To learn more about FinCap’s private asset managed account, fill out your details in the form provided and we will be in contact with you soon.
GET STARTED
Register for the FinCap Platform
Once registered, you can explore our investment opportunities, review past performance, understand fees, read and watch content, and access all disclosure documents. Getting started takes just a few minutes.
This content is general in nature and does not constitute financial advice. It does not take into account your personal objectives, financial situation or needs. FinCap PAMA Pty Ltd (ACN 686 609 361) is a Corporate Authorised Representative of FinCap Custodians Australia Pty Ltd (AFSL 540419). · Privacy Policy