Opto Investments launches Planner tool.

Opto Investments ("Opto"), the technology-enabled solution expanding private markets access for independent investment advisors, announced today a strategic partnership with Mercer Advisors, a national Registered Investment Adviser (RIA) with over $60 billion in client assets.

Built on shared values of transparency, trust and alignment of interest, the new partnership between Opto Investments and Mercer Advisors puts the client at the center of alternative investment portfoliosNEW YORK, June 03, 2024--(BUSINESS WIRE)--Opto Investments ("Opto"), the technology-enabled solution expanding private markets access for independent investment advisors, announced today a strategic partnership with Mercer Advisors, a national Registered Investment Adviser (RIA) with over $60 billion in client assets. Opto will equip the Mercer Advisors client-facing team with a modern, tech-driven solution to bring private markets investments into client portfolios at scale and in a cost-efficient manner.Mercer Advisors selected Opto as its private markets partner based on shared values of transparency, trust and alignment of interests. By partnering with Opto, Mercer Advisors, which provides wealth management services for mass affluent to ultra-high-net-worth (UHNW) families and a spectrum of institutional clients, will further enhance its comprehensive offering to clients."Mercer Advisors worked thoughtfully to select the right partner for our new private markets platform, and we found that with Opto," said Daniel Gourvitch, President at Mercer Advisors. "This collaboration reflects our continued commitment to deliver institutional-grade investing to individual families as part of our family office offering."For decades, Mercer Advisors has been sourcing high-quality private markets investments to help increase diversification and improve outcomes for UHNW and HNW families. Opto’s user-friendly platform will simplify workflows and operations, saving time and creating better client experiences, helping Mercer Advisors deliver curated and customized investment opportunities across infrastructure, private credit, private equity, real estate and venture capital. Mercer Advisors will launch a customized set of multi-strategy funds for its Qualified Purchaser (QP) clients, and the firm intends to launch several custom funds each year using Opto’s proprietary platform."Accessing high-quality private investments has historically been expensive and unnecessarily cumbersome," said Donald Calcagni, MBA, MST, CFP®, AIF®, Chief Investment Officer at Mercer Advisors