For advisers
An investment office
for your practice.
Each client has a separate record and mandate. Argosy works across them to maintain portfolios, investigate investments and bring compatible capital together. You keep the client relationship.
Start a conversationAcross the client book
One practice.
Separate instructions.
Your clients have different holdings, cash needs and investment interests. Argosy keeps those differences in their records instead of reducing the book to a common allocation.
A notice changes the relevant client’s obligations. A conversation updates that client’s brief. Information stays within the access you and the client have assigned.
Example / Client records
Send the documents.
Keep the context.
An adviser forwards notices for Avery, Blair and Casey in one email. Each document enters its own client record, with the source attached.
Adviser to Argosy
Across the three records
Each obligation lands
where it belongs.
Argosy matches each notice to its account and commitment. Avery’s reserve stays in place. Blair’s and Casey’s instructions stay separate.
A notice that needs clarification returns to the adviser before the record changes.
Authority
You decide
what comes back.
Set the actions Argosy can take, the amounts and conditions that apply, and who approves everything else. A mandate can reserve investment decisions for the client, require adviser review or permit action within defined limits.
The record retains instructions, their sources and accepted agreements. Decisions outside the mandate return to the appropriate person. Changing future authority leaves existing commitments in force.
Shared sourcing
Let client needs
direct the search.
Several clients can seek the same exposure for different reasons. Their mandates become a sourcing brief for investment partners. Actual terms return to each portfolio for assessment.
Clients participate in different amounts or decline. The investment forms when compatible commitments and closing conditions are satisfied. Each client keeps their own wider portfolio.
Who does whatThrough ownership
The next call
starts with the record.
Capital calls, distributions, new holdings and changed instructions update the same record. Accepted commitments remain accounted for when another opportunity appears.
You have the context for the next client conversation: what changed, what it means for available capital and which decision needs attention.
Follow a commitment through ownershipBring us
your practice.
Tell us about your clients and the work you want your investment office to take on.
Start a conversation