If you have Riskalyze, you have the Partner Store. Tap into Opto Investments models and methodologies at no cost, drop them right into your account, and make them your own with just a few clicks.
Opto Investments is Your One-Stop Solution for Private Markets Access.
Our easy-to-use, end-to-end software helps advisors build, execute, and monitor robust private market allocations. Leveraging our intelligent portfolio construction capabilities, allocations can be tailored to your client and practice goals. Further, advisors are supported by a dedicated team of investment, operations, and technology veterans.
Opto curates a selection of private funds for Qualified Purchaser and Accredited Investor clients, with strategies spanning:
- venture capital
- private equity
- private credit
- private real estate
Everything on our platform undergoes a rigorous due diligence process and we have the ability to use our own balance sheet to secure and backstop the best investment opportunities. Accordingly, our incentives are aligned with you and your clients.
We will help you understand how private investments can help you meet your client’s financial goals and differentiate your practice.
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Withdrawals will reduce the contract value and the value of any protection benefits. Withdrawals taken within the contract withdrawal charge schedule will be subject to a withdrawal charge. All withdrawals are subject to ordinary income tax and, if taken prior to age 59½, may be subject to a 10% federal additional tax.
Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions. Products are issued by Allianz Life Insurance Company of North America. Variable annuities are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297.
Product and feature availability may vary by state and broker/dealer.