Wholesale Investors
Private Label
Caprock Merchant Managed Account Platform
Designed for your Business
Pitch to the Board
Capital Raising
Launch Ideas
Test the Market
Private Label Managed Account
A private label solution via a platform is a solution that allows you to construct models that reflect your own investment philosophy and style, using an external license often provided by the platform itself which has a responsible entity license.
Solutions We Provide
Full service platform for your Funds Management and Planning Business. Give your clients access and trade to the global markets using your own strategies.
Cash Account
Administration Panel
Web Portal
Investment Manager
YOU
In addition to any powers granted to the Investment Manager under the Trust Deed, the Trustee (to the maximum extent permitted by law) authorises the Investment Manager to exercise all powers that the Trustee is authorised to exercise under the Trust Deed that are necessary to provide the Services (as though the Investment Manager were the Trustee), provided that such powers are exercised by the Investment Manager in accordance with the Trust Deed.