Fi3 Advisors Partners with Opto to Revolutionize Private Markets Investing

Fi3 Advisors has partnered with Opto Investments to enhance its private markets programme by simplifying investing processes and improving client reporting. Managing $1bn in assets for 130 families, Fi3 uses a tailored approach to portfolio construction that aligns with clients’ financial plans. Opto’s platform will streamline operations and improve investment outcomes for Fi3’s clients.

Read more at Yahoo Finance: Fi3 Advisors, Opto partner to streamline private markets investing