Wealth and Asset Management
Opto Investments Launches Planner Tool
Opto Investments, a private markets tech platform for wealth management firms, has launched a new tool called Planner. Now available to firms on the platform, Planner is meant to simplify the process of investing in long-term private markets. It assists advisors in determining the appropriate allocations for target private markets…
Continue Reading
Subscribe to unlock the full article and access premium financial content.
Click here to read the full story: Wealth Management.com