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Bring your clients to private markets — on rails you can supervise
Advisors have always been able to recommend private deals. What they have lacked is a clean way to qualify a client, execute, and custody the result without a pile of one-off paperwork. InvestNow closes that gap.
How advisors use InvestNow
What you get
- Per-record Passport access — your client grants exactly the fields you need, for exactly the deal at hand, revocable at any time
- One marketplace of comparable private-market opportunities, on a single standard
- Settlement that lands directly in a custodied account at Investor Services — including self-directed retirement
- A client-visible audit trail, so supervision is a view, not a request
- Block execution and reporting for households and model allocations
Supervision, not guesswork
Because every election, funding event, and release is authorized per record by B5 Secure™ and logged, you can see what happened and when — the compliance record is a byproduct of the workflow, not a separate reconciliation.
See how the Passport works → Talk to us
Demonstration & reference. InvestNow is not a broker-dealer or investment adviser and does not provide advice; advisers remain solely responsible for their recommendations and supervision.