Institutional Private Market Products.
Built for RIAs.
Access is the infrastructure layer that connects institutional-quality alternative investment managers to the RIA channel — with independent diligence, feeder fund structuring, and digital execution built in.
IDD+ODD
Every Investment Manager & Product
Diverse
Asset Classes
Days
Not Months to Deploy
Differentiated Products
Mid-size investment managers independently diligenced and structured for RIAs
Independent Diligence
Independent institutional-grade IDD & ODD on every investment manager
Simplified Execution
Digital subscriptions, automated capital calls
Competitive Edge
Retain clients with access to differentiated alternatives
Your Clients Are Already Looking for This
The allocation gap between institutions and RIAs is structural, not preferential. The data is unambiguous.
The demand is real. The answer isn’t more of the same.
Larger allocations to mega-fund products concentrate risk and compress returns. The answer is broader exposure across differentiated investment managers that institutions have allocated to for decades — but that have been largely inaccessible at scale through the RIA channel. Until now.
Brookfield Oaktree Wealth Solutions / CoreData, “The Alts Institute” (Oct 2024); HNW investors, U.S. & Canada.
The Case for Mid-Size Investment Managers
Access sources primarily from the ~$500M–$10B segment — the institutional allocation sweet spot. These investment managers maintain the operational edge, sector specialization, and alignment that mega-funds have scaled away from.
~$500M–$10B
Fund size range — large enough for governance, small enough for operational impact
Sector Focus
Specialist operators with deep domain expertise, not generalist capital deployers
Institutional
The same investment managers endowments and pensions have allocated to for decades
The investment managers existed. The infrastructure didn’t.
Endowments and pensions have allocated to these strategies for decades. Most independent advisors couldn’t access them at scale — minimums were too high, diligence wasn’t portable, and the distribution infrastructure didn’t exist for the RIA channel. Access changes that.
Everything Between Discovery and Deployment. Handled.
You find the right strategy for your client. Access handles the rest.
- Institutional-Quality Managers, Available to You — Strategies across private equity, private credit, real assets, and hedge funds, diligenced and structured so you can allocate with confidence to your clients.
- Independent Institutional-Grade Diligence — IDD and ODD completed on every manager before you see them. You underwrite the allocation; Access handles the diligence infrastructure.
- Digital-First Execution — Simplified subscriptions, automated capital calls, and integrated custody workflows — built around how your practice actually operates.
- A Differentiated Product Shelf — Institutional-quality managers positioned for the RIA channel — a lineup that distinguishes your practice from firms running the same mega-manager rotation.
- Consolidated Client Reporting — White-labeled dashboards, automated quarterly statements, and portfolio analytics across all your client allocations.
"Is this just another platform?"
No. Access gives your practice direct access to institutional-quality managers — private equity, private credit, real assets, and hedge funds — historically unavailable in the RIA channel. Independently diligenced, structured for RIA allocation, and integrated with your custody workflow. The managers endowments and pensions have allocated to for decades, now deployable through your practice.
What Larger Allocations to the Same Investment Managers Gets You
- Concentrated exposure across the same limited product set
- Compressed returns from oversized funds facing deployment pressure
- No differentiation — your product lineup looks identical to every other RIA's
- No structural differentiation from competing practices
What Access Gets You
- Diversification into differentiated investment managers that institutions already allocate to — not more of the same
- Broaden your offering with strategies that institutions have relied on for decades
- Investment managers that aren't available on incumbent platforms or through your custodian
- IDD and ODD on every investment manager/product
Better outcomes require broader diversification, not larger allocations.
The strategies institutions have relied on for decades are now accessible at scale through the RIA channel.
Request Access
Capacity is limited by design. Tell us about your practice and we’ll determine fit.
Custody-Compatible
Designed to work within your existing custodial infrastructure.
No Platform Fees for RIAs
Zero cost to advisors. You retain 100% of your fee economics.
Days, Not Months
Digital subscription. Automated onboarding. Account to allocation in days.
Independent Diligence
Every investment manager vetted through institutional IDD & ODD before Access inclusion.