Fund & Wealth Managers

At Reach Alts, we aim to connect wealth professionals and non-institutional investors with institutional-grade private market opportunities from the top fund managers from around the globe.

Book a Demo
financial-planners-icon

Financial Advisers & Planners

We understand that many Australian investors rely on their advisers to help them manage their investment portfolio responsibly.

Therefore, to bring institutional-grade private market funds to investors responsibly, we want to work with financial advisers / planners and incorporate them as part of the process. We provide necessary materials, and access to fund managers, to assist them and their clients to properly understand the investment opportunities.

In addition, we provide integrated data feeds to ensure information reporting and funds remain on the adviser account. Reach Alts’ technology will ensure that financial advisers can actively participate and have oversight of their clients’ portfolio.

If you are a financial adviser & planner and want to understand how we can assist you, please book a demonstration today.

We will also ensure that advisers:

1

Receive Access

Receive early access for forthcoming investment offers with access to our data so they can a sufficient window to work with their clients on pending or upcoming offers.

2

Access to our Education Hub

We will provide advisers with access to education materials to ensure they have the latest educational resources and insights on our products.

3

Access to our webinar

We will offer access to webinars and digital roadshow content regarding the latest pipeline of opportunities with fund manager-led engagement.

4

Efficient adviser engagement

We will engage with an advisory panel to ensure that the portal and services supports efficient adviser engagements.

Fund Managers

We provide the world’s leading asset managers with access to the large pool of capital held in the hands of non-institutional investors in Australia and beyond, and deal with the administration that comes from smaller capital allocations.

Many fund managers are not well suited to the administration that comes with small capital allocations.

By using Reach Alts, fund managers are able to keep their institutional-grade funds as intended and proven, they do not need to amend their investment thesis in order to cater to this new group of investors. We deal with the administration & compliance from smaller capital allocations, and provide liquidity (on a last efforts basis) to assist our clients.

In addition, our fund manager partners can be reassured that we will only list funds on our portal from fund managers with a similar pedigree. We are not here to clip large tickets on non-repeatable, single-asset opportunities that create potential for a reputation risk or provide access to small, boutique managers.  We wish to scale responsibly and are focused on fee structures that are sustainable and allow for repeat business. We are here to protect our reputation and the reputation of our partners.

Through our Education Hub, we are able to provide fund managers a portal to engage and communicate with the Australian sophisticated investor market. We can also provide insights and intelligence on the trends and patterns of this segment of the market.

While many fund managers are building out their own wealth management solutions, which we think is fantastic, we provide a complementary service to be able to bring their institutional-grade product to the mass-affluent with no requirement of the fund manager to amend such products.

Book a Demo