Offer your clients institutional-quality PE funds without building your own alternatives infrastructure. Locke handles compliance, reporting, and administration.
Every client gets their own LP portal with real-time NAV, performance metrics, and document access. You get advisor-level portfolio views across all clients.
We manage investor qualification, KYC/AML, and 506(c) verification. You focus on the advisory relationship.
Locke integrates with your existing workflow. No rip-and-replace. Our platform complements your current portfolio management and reporting tools.
Future integrations planned with major portfolio management systems, custodians, and financial planning platforms.
Platform Capabilities