Who we serve · Advisors & RIAs
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.
The job you are hiring us for
Advisers have always been permitted to recommend private investments. Three frictions have made it impractical at scale, and none of them is about the investment itself.
Qualifying the client is repeated work. Accreditation evidence is assembled per deal, expires, and is re-assembled. Execution is bespoke. Every sponsor has its own subscription package, wire instructions and timeline, none of which fits a household workflow. Supervision is retrospective. You reconstruct what happened from PDFs and emails after the fact, which is the worst possible moment to discover a titling error.
Verifying once into a reusable Investor Passport, executing on one standard, and reading a per-record audit trail addresses all three. That is the whole proposition; everything else follows from it.
What a client sequence looks like
From recommendation to custody
- 1. Qualify once. The client verifies into a Passport. Eligibility is then checked against each offering automatically rather than re-evidenced.
- 2. Take per-record access. The client grants you exactly the fields you need, for the deal at hand, revocable at any time — not blanket account access.
- 3. Compare on one standard. Offerings on the marketplace present the same fields, so a comparison is a comparison. Run the numbers through the estimators first.
- 4. Select to Secure™. One confirmation is designed to open, fund and settle together, landing the position in custody at Investor Services — including self-directed retirement accounts.
- 5. Supervise as a view. Every election, funding event and release is authorised per record and logged, so oversight is reading a record rather than requesting one.
Where the analysis still sits with you
We standardise the plumbing, not the judgement. Manager and sponsor evaluation, suitability, concentration and the client conversation about illiquidity remain entirely yours. Three pages exist to support that work rather than replace it: what to interrogate in a manager, how the wrapper governs the exit, and the structural case with its caveats — which deliberately publishes no target allocation, because that is your call and not ours.
Practice questions we get asked
- Do you take custody? No — custody sits with Investor Services; InvestNow is discovery, qualification and settlement.
- Can a client revoke my access? Yes, per record and at any time. Consent is granular by design.
- Can this hold retirement money? Yes, through a self-directed account. The chassis question is here.
- What do I get for a file review? The authorisation record, the documents, and the capital-activity history for each position.
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.