FI3 Advisors and Opto join forces to simplify private market investments
### Fi3 Advisors and Opto Investments Team Up to Revolutionize Private Markets Investments
Fi3 Advisors, a renowned independent, fee-only registered investment advisor and multifamily office, has joined forces with Opto Investments in a strategic partnership designed to revolutionize its private markets programme. This collaboration aims to streamline and scale Fi3's private markets offerings, harnessing Opto's technology-led platform to boost operational efficiency and elevate client service.
### Modernizing and Institutionalizing Private Markets Offerings
The partnership will modernize and institutionalize Fi3's private markets offerings, which make up 15% to 25% of client portfolios. By integrating Opto's technology, Fi3 can focus more intently on client outcomes, with cleaner data and smoother operations facilitating a more efficient investment process.
### Streamlined Investment Workflows
Opto's platform will simplify private investment workflows by centralizing performance data for end-client reporting. This centralization will improve the efficiency of Fi3's investment processes, reducing the resource-intensive nature of private markets investing.
### Tailored Annual Vintage Funds
The partnership will also enable the creation of an annual vintage funds program tailored to the specific needs of Fi3's clients. This customization ensures that the investment strategies align closely with the financial goals and circumstances of each family.
### Automated Solutions and Seamless Integration
By leveraging Opto's technology, Fi3 aims to enhance its delivery of a family-office experience to high-net-worth families who may not typically have access to such support. Opto's solutions automate subscription document creation, digital signatures, and integrate seamlessly with Fi3's reporting software, Addepar.
### Supporting Growth and Expansion
The partnership between Fi3 and Opto is not limited to established firms but extends to those just starting out in private markets. Opto co-founder Jake Miller looks forward to supporting Fi3's growth by streamlining operations and building private market allocations over time to complement public market exposures.
Fi3 Advisors continues to serve as a central hub for its clients' financial needs, with private markets investments accounting for 15-25% of client portfolios. The partnership with Opto Investments is expected to enhance Fi3's ability to manage private markets investments efficiently, ultimately empowering families to create a generational impact.
- The partnership between Fi3 Advisors and Opto Investments will utilize AI and technology to streamline and scale Fi3's private markets offerings, making up 15-25% of client portfolios.
- By integrating Opto's technology, Fi3 can invest more efficiently, focusing on client outcomes with cleaner data and smoother operations, while also creating tailored annual vintage funds for each family's specific needs.
- This collaboration aims to support growth and expansion in private markets investments, with Opto's automated solutions and seamless integration with Fi3's reporting software, Addepar, benefiting both established and emerging firms.
