Private Credit: The Next Evolution of Global Capital
As private markets become more central to portfolio construction, the next challenge is digitizing how advisors integrate these assets into portfolios at scale.
In a recent Q&A with ConnectMoney, InvestCloud’s Jody Cullinan, VP of Product Management, APL, highlights why seamless management of public and private assets in the same account, normalized data, robust valuations, and automated workflows are critical to making private credit and other private market investments work for the wealth channel.
Jody shares that to unlock the full pool of wealth capital, the industry needs to move away from one-off, document-heavy workflows and toward the discretionary, model-driven processes already used in managed accounts.
At InvestCloud, we’re investing in these exact areas – from normalizing data across public and private assets to digitizing the full private markets lifecycle – so advisors can operationalize private investments with institutional-grade scale, governance, and client experience.
Read the full Q&A for Jody’s perspective on the evolution of private credit, the need for digitization, and what it will take to bring private market investments to their full potential.