FinCap Opens Private Markets Access

FinCap’s private asset platform incorporates a managed account technology solution designed for wholesale investors, financial advice firms and research consultants. It gives advisers and consultants a straightforward way to offer professionally managed portfolios of private assets, removing the need to select individual products themselves.

The platform has full functionality to feed portfolio data back 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.

Built on OpenInvest’s proven technology and supported by Pinnacle as a strategic partner, the platform delivers transparency, control and reporting at scale.

Key features include:

• Professionally Managed Portfolios: Offers curated portfolios of private assets, simplifying workflow.

• Integrated Portfolio View: Consolidates client holdings, giving advisers a total perspective in one place.

• Customised Liquidity Management: Supports various liquidity profiles with treasury oversight.

• Direct and Co-investment Opportunities: Provides access to select private asset deals.

• Future Scalability: Initially for wholesale clients, with flexibility to accommodate retail investors over time.

• White Labelling Options: Available for firms seeking their own branding.

The platform will begin rolling out with an initial group of advisers and research consultants ahead of a broader launch in early 2026. If you’d like to be part of this early group or would like to learn more, we’d welcome a conversation.