Just In Time Wealth Management
Just-In-Time Wealth Management Efficiency: Applying Toyota’s Timeless Lessons
Transforming Wealth Management Through Alternatives

Customer Launch: Taiko Introduces Strategy Galleries

Customer Launch: Taiko Introduces Strategy Galleries

Customer Launch: Taiko Introduces Strategy Galleries

We are stoked to watch our customers launch industry-shifting solutions like Taiko’s Strategy Galleries – A Platform Feature Enabling Advisors to Efficiently Source Bespoke Investment Strategies and Alternative Investments.

Check the press release here: https://www.businesswire.com/news/home/20230330005227/en/Taiko-Introduces-Strategy-Galleries-%E2%80%93-A-Platform-Feature-Enabling-Advisors-to-Efficiently-Source-Bespoke-Investment-Strategies-and-Alternative-Investments?

Quick hits:

  1. Taiko unveils Strategy Gallery feature for its full-service OCIO solution, targeting RIAs, national advisory firms, broker dealers, and trust companies.
  2. The platform upgrade provides access to exclusive alternative investments, curated SMAs, and custom portfolio strategies.
  3. The Strategy Gallery simplifies investment sourcing and selection process and offers efficient investment management workflows for advisors.
  4. Advisors can access information on investment managers, due diligence, holdings, and performance to deliver bespoke investment solutions to clients.
  5. The feature includes traditional and alternative investments, such as hedge funds, private equity, private credit, real assets, and other private market strategies.
  6. Taiko offers a collaborative outsourced chief investment officer (OCIO) process, institutional-grade investment management, and robust back-office support.
Share the Post:

Related Posts

We use cookies to ensure our website functions properly & to enhance your experience.

By continuing to browse, you agree to our use of cookies. For details, please see our Privacy Notice.