Treble Peak for
Wealth Managers
Our white label portals provide private banks, wealth managers and family offices with the onboarding, structuring and reporting solutions needed to give their clients access to private markets.
Treble Peak for
Why give your clients more access to private markets?
Meet rising demand
Individual investors are expected to more than double their committment to private markets funds by 2025.
Increase diversification
Not only do private markets add diversification to a clients’ portfolio, but by reducing the investment minimum clients can achieve diversification within the asset class.
Building long-term relationships
The long-term lifecycle of private market funds, gives wealth managers increased opportunity to build deeper relationships with their clients.
Configure a branded private markets portal to suit your firm’s needs
Sourcing:
Take advantage of our team’s product sourcing and give your clients’ access to Treble Peak’s selection of leading European managers.
Structuring:
Leverage our structuring solutions to give your clients access to funds at a reduced minimum. We can accept tickets from €100,000.
Onboarding:
Onboard clients one by one or at scale. All data will be securely stored in the platform and will pre-populate against subscription forms.
Subscription:
Multiple user types and permission structures gives you flexibility on how subscriptions are completed and signed. Giving you flexibility for all client types.
Capital Management:
Take advantage of our platform features to efficiently manage capital calls and distributions or outsource the support and management to us.
Reporting:
We offer deeply integrated custodian reporting or simplified, secure document reporting.
Integrations:
Take your portal to the next level and integrate with your CRM or other back-office technology.
Analytics:
Track platform and investment activity, firm and client exposure, subscription status and more.
Communicating:
Configure bespoke communication from the platform to your clients and track engagement.
Customise your private markets portal to showcase your brand
Why Treble Peak?
Efficient
We’ve designed our platform to operate at scale using technology to minimise as much administration as possible.
Flexible
Our technology has been developed by us not outsourced. Allowing us to be flexible in our solutions. Out of the box platforms can be set up in days or we can customise and integrate to meet your needs.
Easy
We take our user feedback seriously and consistently add improvements to design and features to make the experience easy for you and easy for your clients.
“The Treble Peak white label platform provides us with a unique opportunity to access top-tier funds at reduced minimums. Our clients will undoubtedly benefit from this strategic alliance.”
Antoine Pasquet, CEO of Logiver Wealth Management
Insights, articles and resources
Inform your private market strategy with the latest thinking from our expert team
