InvestCloud Announces Founding Partnership with Apollo Enabling Groundbreaking Private Markets Account™ Network for Integrated Management of Public and Private Markets Assets
InvestCloud has announced a founding partnership with Apollo (NYSE: APO) to activate the Private Markets Account Network (PMA Network). The collaboration integrates Apollo's private market model portfolios into InvestCloud's APL platform, which manages over $3 trillion in assets across nearly 10 million accounts.
The PMA Network, launched with the Private Markets Account (PMA) in December 2024, creates a unified platform combining public and private assets for wealth management. Apollo, as the founding alternative asset manager, will provide various portfolio strategies including fixed income, equity, and real asset private market solutions.
The network connects asset managers, wealth managers, intermediaries, distributors, and model creators through InvestCloud's platform, enabling broader access to private markets investments. The system aims to simplify portfolio management and enhance investment outcomes for financial advisors and their clients through a centralized point for holding, valuing, and rebalancing alternative investments.
InvestCloud ha annunciato una partnership fondatrice con Apollo (NYSE: APO) per attivare la Rete dei Conti dei Mercati Privati (PMA Network). La collaborazione integra i portafogli modello dei mercati privati di Apollo nella piattaforma APL di InvestCloud, che gestisce oltre 3 trilioni di dollari in attivi su quasi 10 milioni di conti.
La PMA Network, lanciata con il Conto dei Mercati Privati (PMA) nel dicembre 2024, crea una piattaforma unificata che combina attivi pubblici e privati per la gestione della ricchezza. Apollo, in qualità di gestore di attivi alternativi fondatore, fornirà varie strategie di portafoglio, tra cui soluzioni di mercato privato a reddito fisso, azionario e beni reali.
La rete collega gestori di attivi, gestori patrimoniali, intermediari, distributori e creatori di modelli attraverso la piattaforma di InvestCloud, consentendo un accesso più ampio agli investimenti nei mercati privati. Il sistema mira a semplificare la gestione del portafoglio e a migliorare i risultati degli investimenti per i consulenti finanziari e i loro clienti attraverso un punto centrale per detenere, valutare e riequilibrare gli investimenti alternativi.
InvestCloud ha anunciado una asociación fundadora con Apollo (NYSE: APO) para activar la Red de Cuentas de Mercados Privados (PMA Network). La colaboración integra las carteras modelo de mercados privados de Apollo en la plataforma APL de InvestCloud, que gestiona más de 3 billones de dólares en activos a través de casi 10 millones de cuentas.
La PMA Network, lanzada con la Cuenta de Mercados Privados (PMA) en diciembre de 2024, crea una plataforma unificada que combina activos públicos y privados para la gestión de patrimonios. Apollo, como gestor de activos alternativos fundador, proporcionará diversas estrategias de cartera, incluyendo soluciones de mercado privado en renta fija, acciones y activos reales.
La red conecta a gestores de activos, gestores de patrimonio, intermediarios, distribuidores y creadores de modelos a través de la plataforma de InvestCloud, permitiendo un acceso más amplio a las inversiones en mercados privados. El sistema tiene como objetivo simplificar la gestión de carteras y mejorar los resultados de las inversiones para asesores financieros y sus clientes a través de un punto central para mantener, valorar y reequilibrar inversiones alternativas.
InvestCloud는 Apollo (NYSE: APO)와 함께 사모 시장 계좌 네트워크(PMA Network)를 활성화하기 위한 창립 파트너십을 발표했습니다. 이 협업은 Apollo의 사모 시장 모델 포트폴리오를 InvestCloud의 APL 플랫폼에 통합하며, 이 플랫폼은 거의 1천만 개의 계좌에서 3조 달러 이상의 자산을 관리하고 있습니다.
PMA Network는 2024년 12월에 사모 시장 계좌(PMA)와 함께 출범하여, 공공 자산과 사모 자산을 결합한 통합 플랫폼을 만들어 부의 관리를 지원합니다. 창립 대체 자산 관리자 역할을 하는 Apollo는 고정 수익, 주식, 실물 자산 사모 시장 솔루션을 포함한 다양한 포트폴리오 전략을 제공합니다.
이 네트워크는 InvestCloud 플랫폼을 통해 자산 관리자, 자산 관리사, 중개인, 유통업체 및 모델 제작자를 연결하여 사모 시장 투자에 대한 더 넓은 접근을 가능하게 합니다. 이 시스템은 대체 투자의 보유, 평가 및 재조정을 위한 중앙 집중식 포인트를 통해 재무 상담사와 그 고객을 위한 포트폴리오 관리의 간소화와 투자 결과의 향상을 목표로 합니다.
InvestCloud a annoncé un partenariat fondateur avec Apollo (NYSE: APO) pour activer le Réseau de Comptes des Marchés Privés (PMA Network). La collaboration intègre les portefeuilles modèles des marchés privés d'Apollo dans la plateforme APL d'InvestCloud, qui gère plus de 3 billions de dollars d'actifs à travers près de 10 millions de comptes.
Le PMA Network, lancé avec le Compte des Marchés Privés (PMA) en décembre 2024, crée une plateforme unifiée combinant des actifs publics et privés pour la gestion de patrimoine. Apollo, en tant que gestionnaire d'actifs alternatifs fondateur, fournira diverses stratégies de portefeuille, y compris des solutions de marché privé en revenu fixe, actions et actifs réels.
Le réseau connecte les gestionnaires d'actifs, les gestionnaires de patrimoine, les intermédiaires, les distributeurs et les créateurs de modèles via la plateforme d'InvestCloud, permettant un accès plus large aux investissements dans les marchés privés. Le système vise à simplifier la gestion de portefeuille et à améliorer les résultats d'investissement pour les conseillers financiers et leurs clients grâce à un point central pour détenir, évaluer et rééquilibrer les investissements alternatifs.
InvestCloud hat eine Gründungspartnerschaft mit Apollo (NYSE: APO) angekündigt, um das Netzwerk der Privaten Markt Konten (PMA Network) zu aktivieren. Die Zusammenarbeit integriert die privaten Marktmodellportfolios von Apollo in die APL-Plattform von InvestCloud, die über 3 Billionen Dollar an Vermögenswerten in nahezu 10 Millionen Konten verwaltet.
Das PMA Network, das im Dezember 2024 mit dem Privaten Markt Konto (PMA) gestartet wurde, schafft eine einheitliche Plattform, die öffentliche und private Vermögenswerte für das Vermögensmanagement kombiniert. Apollo wird als gründungsgemäßer alternativer Vermögensverwalter verschiedene Portfoliostrategien anbieten, einschließlich Lösungen für den privaten Markt im Bereich festverzinsliche Wertpapiere, Aktien und reale Vermögenswerte.
Das Netzwerk verbindet Vermögensverwalter, Vermögensmanager, Vermittler, Vertriebsstellen und Modellersteller über die Plattform von InvestCloud und ermöglicht einen breiteren Zugang zu Investitionen in private Märkte. Das System zielt darauf ab, das Portfoliomanagement zu vereinfachen und die Anlageergebnisse für Finanzberater und deren Kunden durch einen zentralen Punkt für die Verwaltung, Bewertung und Neugewichtung alternativer Investitionen zu verbessern.
- Partnership provides access to $3 trillion asset platform across 10 million accounts
- Integration of private and public market investments in a single portfolio platform
- Expansion of distribution channels for Apollo's private market products
- Enhanced portfolio diversification capabilities for wealth managers
- None.
Insights
This groundbreaking partnership between InvestCloud and Apollo represents a transformative development in the wealth management industry, with significant implications for Apollo's market position and revenue potential. The integration enables Apollo to tap into InvestCloud's vast network managing $3 trillion in assets across nearly 10 million accounts, creating an unprecedented distribution channel for private market products.
The strategic value proposition is multifaceted. First, by becoming the founding alternative asset manager in the PMA Network, Apollo gains a first-mover advantage in shaping the platform's development and establishing its products as the benchmark for private market offerings. This early positioning could translate into sustained market share advantages and stronger relationships with wealth management firms.
The platform's ability to combine public and private assets in a unified system addresses a critical pain point in the wealth management industry. Traditional portfolio management systems have struggled with private market integration, often requiring manual processes and creating operational inefficiencies. By solving this through technology, Apollo can potentially capture a larger share of the growing alternative investments market, which has been historically underserved in the wealth management segment.
The scalability of this solution is particularly noteworthy. The platform's model portfolio approach allows Apollo to efficiently distribute its investment strategies across thousands of advisors without the traditional operational overhead. This could significantly reduce customer acquisition costs and increase the velocity of asset gathering in the wealth channel.
However, the success of this initiative will depend on several critical factors: 1) Advisor adoption rates and their comfort level with private market investments, 2) The platform's ability to handle complex private market transactions and valuations seamlessly, and 3) Regulatory compliance across different jurisdictions, particularly regarding accredited investor requirements.
Looking ahead, this partnership positions Apollo at the forefront of the wealth management industry's digital transformation. The ability to offer integrated public-private portfolio solutions through a scalable technology platform could become a significant competitive differentiator, potentially accelerating Apollo's growth in the retail investor segment.
InvestCloud to enable multiple service providers across the InvestCloud PMA Network to seamlessly access the full suite of capabilities to manage alternative investments on InvestCloud APL, a market-leading managed account platform with more than
Apollo to provide private markets model portfolios enabling a financial advisor’s preferred portfolio construction – including fixed income, equity and real asset private market replacement solutions, risk-based portfolios and outcome-based solutions – across the InvestCloud platform
This collaboration enables InvestCloud’s wealth management clients to incorporate Apollo’s private market model portfolios, and multi-manager models, into their managed account programs through its industry-leading APL platform. By offering efficient access to private markets alongside traditional public market securities, the partnership empowers thousands of advisors to diversify portfolios with confidence and achieve better investment outcomes for millions of clients.
The PMA Network is a connected ecosystem of asset managers, wealth managers, intermediaries, distributors and model creators that will include access to Apollo’s private market model portfolios within the PMA, a centralized point for holding, valuing and rebalancing alternative investments for those who are eligible. The PMA Network will use the InvestCloud platform to connect wealth managers to an array of alternative asset managers, making private markets products available for inclusion in portfolios. Apollo is the founding alternative asset manager in the PMA Network, leading the market on combining private and public market investments in a single portfolio.
“The PMA Network is a unique InvestCloud innovation designed to crack the code on how wealth managers, financial advisors and investors access private markets to deliver a unique and seamless public-private investment experience,” said Jeff Yabuki, Chairman and CEO of InvestCloud. “By combining Apollo’s deep private market expertise with our leading technology, we are dramatically accelerating the integration of private markets into the wealth management landscape.”
Yabuki added, “We are thrilled to have Apollo as the founding alternative asset manager to join the PMA Network, which connects private markets asset managers, wealth managers and other suppliers. The Network is further democratizing access to private markets, helping our clients to achieve better outcomes for their customers. The PMA is a truly innovative solution, and the close partnership with Apollo creates an unrivalled capability, offering and platform.”
“The convergence of private and public markets is shaping the future of wealth management. Apollo is investing heavily to provide the global wealth market access to private markets investments and seamless infrastructure for advisors to integrate these solutions into their broader client portfolios. Today’s announcement is the culmination of months of deep collaboration with InvestCloud, a partnership we believe marks a pivotal step for the wealth management industry to broadly manage true total-market portfolios. Leveraging InvestCloud’s world-class platform, and client base of leading wealth management firms, Apollo and other general partners within the PMA Network can gain unparalleled access to distribution channels, creating new possibilities for the entire ecosystem,” said Stephanie Drescher, Partner and Chief Client & Product Solutions Officer at Apollo Global Management.
Apollo’s portfolio strategies include a wide range of private market investments. Designed to simplify and align with advisors’ preferred portfolio construction approach, Apollo’s model solutions can support full fixed income, equity and real asset replacement solutions to create complementary risk-based total market portfolios, as well as outcome-based private market solutions.
Originally unveiled in December 2024, InvestCloud’s Private Markets Account is poised to evolve further in 2025 with enhanced capabilities to help clients stay ahead of the market. The PMA is enabled by APL from InvestCloud, which is the largest managed accounts platform in the country with more than
About InvestCloud
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the
About Apollo
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of December 31, 2024, Apollo had approximately USD
Apollo Forward-Looking Statements
This press release contains forward-looking statements that are within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements include, but are not limited to, discussions related to Apollo’s expectations regarding the performance of its business and other non-historical statements. These forward-looking statements are based on management’s beliefs, as well as assumptions made by, and information currently available to, management. When used in this press release, the words “believe,” “anticipate,” “estimate,” “expect,” “intend” and similar expressions are intended to identify forward-looking statements. Although management believes that the expectations reflected in these forward-looking statements are reasonable, it can give no assurance that these expectations will prove to have been correct. These statements are subject to certain risks, uncertainties and assumptions. Apollo believes these factors include but are not limited to those described under the section entitled “Risk Factors” in Apollo’s most recent annual report on Form 10-K filed with the Securities and Exchange Commission (the “SEC”), as such factors may be updated from time to time in Apollo’s periodic filings with the SEC, which are accessible on the SEC’s website at www.sec.gov. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in this press release and in Apollo’s other filings with the SEC. Apollo undertakes no obligation to publicly update any forward-looking statements, whether as a result of new information, future developments or otherwise, except as required by applicable law. This press release does not constitute an offer of any Apollo fund.
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For InvestCloud Media Inquiries
InvestCloud Communications
Email: Britt.Zarling@MotivePartners.com
For Apollo Media Inquiries:
Tim Quinn
Email: tquinn@apollo.com
Source: InvestCloud
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