LIMRA recently reported that total U.S. annuity sales climbed to a record $216.6 billion during the first half of 2024, up 20% from the previous year.1 Not surprisingly, after hearing…
Reshaping How Wealth Managers Invest
Simplifying complexities and providing access to structured investment, annuity, and defined outcome ETF solutions—all within a single ecosystem.
A Comprehensive, Integrated Solution
An end-to-end solution that helps financial professionals incorporate risk-managed investments into client portfolios from start to finish through education, dynamic marketplaces, and seamless book of business management.
Key Features & Benefits
Learn
Broaden advisory expertise to meet a variety of client needs with on-demand access to extensive educational resources and training across multiple asset classes—from introductory basics to product specifics—for all experience levels, available to complete at your own pace.
Invest
Grow your book of business with access to thousands of products through diverse multi-issuer and multi-carrier marketplaces, featuring intuitive navigation, smart filtering options, and interactive investment detail pages to find and evaluate investment solutions in one place.
Analyze
Easily identify tailored solutions for nearly any market outlook or financial objective with advanced tools and real-time analytics that streamline product comparisons and better equip you to optimize client portfolios with confidence.
Manage
Reduce the administrative burdens of managing your book of business with holistic performance tracking to quickly gain insights into key decision points throughout a product’s lifecycle and proactively help clients stay invested.
Contact Us
Speak with our team about using iCapital’s Structured Investments and Annuities Platform to help grow your business.
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Featured Articles
HIGHLIGHTS • In 2023, structured investment (SI) sales volumes on the iCapital platform totaled a record $59 billion, a 17% increase year-over-year (YoY).1 • Structured investments offering full principal protection…
Fixed Income Investments with Principal Protection
A diversified portfolio of fixed income investments with principal protection, including rate-linked investments, can help investors generate current income while preserving the value of their investments.
Fixed income investments with principal protection generally offer fixed-rate coupons or floating rate coupons linked to a reference rate, such as the Secured Overnight Financing Rate (SOFR) or changes in…
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.
