Solutions

WEALTH ADVISORS

Investing in private markets can be complex for Wealth Advisors and their clients. Proteus simplifies this process by providing a technology solution that integrates with your firm’s broader investment program, enabling the creation of customized private market portfolios for qualified investors. From establishing private feeder fund structures to handling administrative, regulatory, and governance tasks, Proteus supports each step of the process while providing access to a broad selection of investment opportunities across asset classes.

The Proteus platform streamlines onboarding through a single electronic subscription document, offers robust client monitoring and reporting tools, and consolidates tax reporting into a single K-1—all within a secure, white-labeled environment.

FUND SPONSORS

For Fund Sponsors of private funds, Proteus serves as a technology platform to help expand access to their investment offerings across the private wealth intermediary channels as well as the administrative backbone to assist with the day-to-day operations of their private market investment vehicles.

Once a private fund is approved for listing on the Proteus platform, Fund Sponsors gain exposure for their investment offering to an expanding network of qualified investors, leveraging Proteus as an additional distribution channel. The Proteus platform enhances visibility among Wealth Advisors actively seeking private market opportunities for their clients, while also streamlining the operational and subscription processes associated with raising capital. By collaborating with Proteus, Fund Sponsors have the opportunity to broaden their reach and accelerate engagement from potential investors.

WEALTH ADVISORS

FUND SPONSORS

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