Platform partnerships
How wealth managers add private markets research
Wealth managers add private markets research by partnering for a research and diligence layer rather than building one: opportunities are assessed against each client mandate, evidence is source-linked, and research continues in one record that advisers can explain later. Reuben AI provides this layer to platforms through a scoped partnership.
The practical steps
Write down the mandates you serve. Decide which opportunities advisers should see. Agree how research reaches advisers: inside their existing tools or a branded surface. Keep the evidence and reasoning with each recommendation.
- Mandate written per client or model
- Opportunities assessed against it
- Evidence with sources attached
- Research continues in the same record
Where responsibility sits
Reuben AI supplies research, diligence and the decision record. It does not settle transactions, administer funds or provide investment advice; those responsibilities stay with the platform and its licensed providers.
Frequently asked
Do we need an in-house private markets research team?
Not to start. A research and diligence layer can supply assessments and evidence while advisers keep the client conversation.
How do advisers explain a recommendation later?
The mandate, the evidence and the reasoning are kept together in one record.
Can this sit inside our adviser tools?
Yes, through embedded components or the API, or as a white-label surface.
Does Reuben AI recommend investments to clients?
No. It supplies research and evidence; advice stays with your advisers.
Which asset classes are covered?
68 native asset classes, with 314 sub-asset class overlays across 56 of them.
How do we start?
Book a partnership conversation to scope the mandates and adviser journey.