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INVESTMENT DASHBOARD

Elevating the Standard in Performance Reporting for Alternative Investment

Your clients want an easy-to-understand explanation of the performance for their alternative investments. And you want an easy way to give it to them. Now you both get what you need.

investment dashboard feature

Solving Industry Reporting Problems​

The unique characteristics of alternative products, their opaque nature, and the metrics by which they are judged are not easily consumable by existing performance reporting platforms. This requires asset managers and advisors to spend an inordinate amount of time trying to cobble together a concise explanation for their clients. That requires them to source a diverse set of data from a disparate set of service providers.  The result is often latent reporting that doesn’t rise to the level of sophistication their clients rightly demand.

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For illustrative purposes only.

Key Features & Benefits

Centralized Data Repository Across GP’s and Administrators

  • Eliminates manual collection of disparate data.
  • Allows for data to be summarized and categorized in multiple ways.
investment dashboard feature
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Modern Graphical Illustrations of Valuations and Cashflow over Customizable Time Periods

  • Simplifies the explanation of performance so that investors can understand this critical part of their overall portfolio

Publishes Performance Metrics at the Fund, Account and Household Levels ​

  • Allows for different levels of analysis and decision making
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To Learn More About the iCapital Investment Dashboard

Request an Introductory Call
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Powering the Global Alternatives Marketplace

The world’s premier asset management firms, banks and wirehouses accelerate their alternative distribution efforts with iCapital’s digital technology.

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Powering Financial Advisors’ Access to Alternatives

Many of the industry’s top fund managers rely on iCapital’s distribution to scale their fundraising on our Flagship Platform.

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Powering Wealth
Management’s Growth

Leveraging iCapital’s technology platform helps top wealth managers deliver high-quality alternatives investment opportunities to their clients with efficiency and ease.

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Featured Articles

iCapital® and Bridge Investment Group Launch Enhanced Performance Reporting for Alternative Investors
Press Releases

iCapital® and Bridge Investment Group Launch Enhanced Performance Reporting for Alternative Investors

The new feature enables investors to access interactive and comprehensive performance reporting for both closed-end and open-ended funds, powered by iCapital's technology and data solutions.
October 3, 2024
New York, NY — (BUSINESS WIRE) — iCapital1, the global fintech platform driving access to alternative investments, and Bridge Investment Group  (NYSE: BRDG) (“Bridge”), a leading alternative asset manager with more than…
Beyond 60/40 Video: Episode 26
Practice Management

Beyond 60/40 Video: Episode 26

Global Alternative Investing
October 2, 2024
Beyond 60/40 Video: Episode 26
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Practice Management

The Case of the Missing $18 Billion
September 9, 2024
What RIAs can learn from the institutional experience The wrong asset allocation calls can be costly, and ignoring certain asset classes, such as private equity, private credit, and real estate,…

IMPORTANT INFORMATION

iCapital and its affiliates provide various services through a number of affiliated entities – please refer to Certain iCapital Entities for a full list of entities. iCapital entities are collectively referred to as “iCapital”, and they all are affiliated with iCapital, Inc. and Institutional Capital Network, Inc. Among these affiliates, iCapital Markets LLC (“iCapital Markets”), an SEC-registered broker-dealer, member FINRA and SIPC, offers securities products and services. The registrations and memberships listed in Certain iCapital Entities in no way imply that the SEC, FINRA, or SIPC have endorsed any of the entities, products, or services provided by iCapital. Additional information is available upon request.

This website is for informational purposes only. This website is the property of iCapital and may not be shared, reproduced in any form, or referred to in any other publication, without express written permission of iCapital.

This website and any information included on it are not intended, and may not be relied on in any manner, as legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security. Financial products, including investment funds and structured investments, are complex and may be speculative and are not suitable for all investors. You should consult your personal accounting, tax and legal advisors to understand the implications of any investment specific to your personal financial situation. This website and the information contained on it is not intended to, and does not, address the financial objectives, situation or specific needs of any specific investor.

iCapital and iCapital Network are registered trademarks of Institutional Capital Network, Inc.