Build Beyond The Box
Architect allows advisors to more easily analyze and integrate alternatives and structured investments, which can offer enhanced return and income opportunities to create potentially better outcomes for clients.
BUILD
Your Portfolio Design Studio
Architect is a real-time scratchpad to build portfolios that incorporate the offerings from your unique iCapital product menu.
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Easily explore new asset allocations
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Incorporate alternatives and structured investments directly into client portfolios
3
Position combinations of alternatives and structured investments as a holistic solution
COMMUNICATE
Enhanced Client Engagement
Architect’s tools and analytics can help strengthen investment expertise, provide differentiated results, and improve client conversations that will set your practice apart from the competition.
Elevate and differentiate your investment expertise
Better align with client objectives
Empower informed decision making
Featured Articles
Beyond 60/40 Video: Episode 27
Beyond 60/40 Video: Episode 26
1. View detailed description of the awards and selection criteria here.
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.