Revenue Management
Manage complex fee structures and streamline billing.
PM+™ | Private Markets Account
Unify Public and Private Assets in One Portfolio
PM+™, the Private Markets Account from InvestCloud, is the first managed account purpose-built for private markets at scale. Built on APL’s proven infrastructure, it brings private investments into a managed account with modeling, trading, rebalancing, and reporting alongside public assets.
The result is total portfolio management that is operational, scalable, auditable, and governed by design.
Digitizing Private Markets at Scale
Private markets are an essential part of modern portfolios, yet most wealth platforms still manage them manually, through spreadsheets, exception processes, and disconnected workflows, or restrict them below the line entirely.
PM+ from InvestCloud changes that by bringing private and public assets together inside UMAs, SMAs, and RPMs. Instead of spreadsheets, email chains, and disconnected ledgers, firms can run an integrated workflow that automates lifecycle events, increases transparency, and preserves the governance and custody standards already trusted through APL, the managed account engine from InvestCloud.
By digitizing the private investment lifecycle, PM+ lets firms manage alternatives with the same scale, efficiency, and operational discipline that managed account programs demand, while delivering a cleaner experience for advisors and investors.
Featured News
55ip and InvestCloud to Expand Capabilities to Deliver Tax Optimization Solutions for Private and Public Assets
PM+™, the Private Markets Account from InvestCloud, combined with 55ip’s industry-leading tax optimization engine, gives advisors a first-of-its-kind solution to deliver tax-efficient strategies across private and public assets within a Unified Managed Account.
A Holistic View of Wealth
PM+ from InvestCloud embeds private investments directly within the managed account structure so firms can allocate, trade, and report on all assets in one place, with model governance, suitability oversight, and compliance controls that stay consistent across sleeves.
Through APL custodial integrations and shared controls, PM+ maintains compliance and data integrity while simplifying oversight, reporting, and day-to-day operations.
Automation Across the Investment Lifecycle
From onboarding through subscription processing, lifecycle management, and reporting, PM+ automates every stage of the private investment process.
Liquidity-aware trading logic, security-level rules, and connected data reduce manual work, minimize NIGO risk, improve accuracy, and make it easier to scale private market programs with confidence.
A New Infrastructure for Private Markets
Built on APL’s managed account modular architecture, PM+ connects seamlessly with custodians, fund administrators, and private market platforms, without forcing a replatform.
It adapts to each firm’s technology ecosystem and supports innovation and growth while keeping governance and oversight consistent as programs expand.
PM+ is also part of Altic™, the Private Market Network, which advances shared rules and standards so private market orders can move in-good-order at scale.
Who We Serve
Empowering the Wealth Ecosystem
PM+ supports the full wealth network, from wealth managers to asset managers, helping firms digitize and scale private market access while improving efficiency, transparency, and governance.
Financial Institutions
Built for regulated institutions operating at enterprise scale. Strengthen compliance, governance, and operational control while delivering modern client and advisor experiences.
RIAs
Scale advice without a sprawling tech stack. Connect data, automate workflows, and increase advisor capacity while delivering a more personal client experience.
Asset Managers
Because every extra minute spent with clients counts, InvestCloud helps Asset Managers make easy work of trades and portfolio management—so you can focus on the business of building relationships.
TAMPs
With tech-forward design, flexible configuration, and effortless integration with existing systems, InvestCloud enables TAMPs to deliver a white-label digital wealth experience sure to wow advisors and clients alike.
The Private Markets Account will enable the wealth management industry to benefit from the private markets through a combination of our leading technology, relevant models and top-tier partnerships with key leaders in the industry. We are focused on creating a network of connected capabilities to meet growing client demand for private market investments.
Explore More InvestCloud Solutions
Bring Private Markets into Your Managed Account Program
Bring Private Markets into Your Managed Account Program
See how PM+™, the Private Markets Account from InvestCloud, extends Managed Account Solutions to private investments with automation, transparency, and scalable governance across every client portfolio.