Private Banks / Wealth Managers

Growing interest in alternative investments from individual investors (UHNW / HNW / mass-affluent) & family offices is encouraging private banks and wealth managers to broaden their alternative investments offering to include private equity, venture capital, real estate, private credit and sustainable / impact investments.

To service the growing demand for alternatives from clients, private banks & wealth managers may need to adapt their operational processes & infrastructure due to the unique characteristics of alternative investments.

Atominvest can provide private banks & wealth managers with purpose-built, modern software to support the growth in alternative investments demand from clients. Atominvest’s software infrastructure enables end-to-end servicing of alternative investments across a private bank / wealth manager with functionality spanning marketing & reg-compliant distribution, investor onboarding through to fund adminstration and reporting.    

Software Solutions for Private Banks / Wealth Managers


Our software solutions provide end-to-end capabilities for private banks to build or enhance their alternative investments platform and offering.

Unique software modules, purpose-built for alternative investments, provide functionality (as required) for internal product teams, distribution teams and end-clients.

Streamline internal processes, increase efficiency and enhance your client experience across your alternatives platform via Atominvest.

Investment & Operations Team

  • Deal & Research Mgt.
  • Portfolio & ESG Tracking
  • Capital Calls / Distributions
  • Investor Reporting

Sales & Distribution Team

  • Product Marketing
  • Regulatory Compliance
  • Distribution Analytics
  • Client Subscription Workflows

Client Advisors / RM

  • Investment Marketing Portal
  • Client Subscription Workflows
  • Book Investments
  • Client Performance Reports

End-Clients / Investors

  • Investment Marketing Portal
  • Digital Subscriptions
  • Online Reporting
  • Client Portfolio Views

Unique Functionality / Modules for

Every User Across the Value Chain

Our software modules can be licenced individually or collectively to provide integrated functionality across Internal Teams (Investments, Product Teams, Distribution and Operations), Client Advisors/ RMs and End-Clients.

Investment & Fund Selection Teams

Deal Pipeline & Research Management

Manage your investments pipeline, fund research and due diligence 

Portfolio MGMT & ESG

Easily collect and analyze portfolio performance & ESG data and unlock insights

Operations & Administration Teams

Reporting & Administration

Seamless reporting & investment administration

Client Subscriptions

Efficient and digital client subscriptions & operational workflows

Product & Sales / Distribution Teams

Investment Portal

A slick, branded Investments Portal providing a seamless experience to your advisors/ RMs and end-clients

Marketing & Distribution

The complete investment marketing solution

Enterprise Ready Software

Tools and plugins to seamlessly integrate into your current setup & processes  

Outlook Plugin | Excel Plugin | Bulk Uploads & Downloads | Single Sign On | User Permissioning | Enterprise Grade Security 

Client Advisors / Relationship Managers & End-Clients

Advisor Portal

For Advisors/ RMs to view new opportunites, complete client subscriptions & receive client reporting

End-Client Portal

For Clients to subscribe digitally, receive reporting and view new investments 

See Our Software In Action

Book a Demo