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ARCHITECT

Build a stronger portfolio foundation

Introducing iCapital Architect, our new portfolio construction tool that empowers advisors to design portfolios with alternatives and structured investments.

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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.

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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

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Position combinations of alternatives and structured investments as a holistic solution

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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.

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Elevate and differentiate your investment expertise

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Better align with client objectives

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Empower informed decision making

Frequently Asked Questions

1. What is Architect?

Architect is iCapital’s new portfolio construction tool that empowers advisors to design portfolios with alternatives and structured investments. Advisors can use Architect to easily analyze and integrate alternatives and structured investments into client portfolios to create potentially better investment outcomes.

2. Why should I use Architect?

Architect is a real-time scratchpad to explore new asset allocations and build portfolios that incorporate alternatives and structured investments from your unique iCapital product menu.

3. How can Architect help me grow my business?

You have the potential to strengthen investment expertise in the alternatives and structured investments space by including Architect’s advanced analytics as part of your essential toolkit. This could help you improve client conversations, build more sophisticated portfolios, and set yourself apart from the competition.

4. Which assets can be evaluated using Architect?

Architect supports traditional investments, including equity, fixed income, ETFs, and mutual funds, but extends beyond these asset classes and products to include alternatives (such as private equity, private credit, hedge funds, private real estate funds), and structured investments.

5. What type of analytics can I access with Architect?

Architect’s advanced analytics and compelling visualizations allow you to evaluate the impact of adding alternatives or structured investments from the iCapital product menu. With Architect, you can compare scenarios and simulate historical performance; use factors to identify macroeconomic portfolio return drivers; and evaluate the “fit” between the portfolio and the client’s objectives, using Spectrum Target and Alignment Scores.

6. How is Architect different from other portfolio analytical tools?

Unlike other portfolio analytics tools, Architect is built from the ground up to help advisors manage portfolios that include alternatives and structured investments. Architect helps advisors understand the impact of adding these assets to portfolios.

7. Why is it important to have a tool that analyzes alternatives and structured investments?

Forward thinking advisors know that alternatives and structured investments can play a key role in client portfolios. Architect enables advisors with a framework that works across the entire portfolio.

8. What are Spectrum Scores and why do they matter?

Spectrum dimension scores enable advisors to evaluate an investment’s impact on a portfolio’s:

  • Protection — ability to protect an investor from downside;
  • Upside — opportunity for returns;
  • Liquidity — ability to easily convert assets into cash;
  • Simplicity — an analysis on the simplicity or complexity of the asset’s structure, features, and the investment strategies;
  • History — an evaluation of how much time series data we have on the assets in the portfolio.

This framework empowers advisors to evaluate portfolios relative to client preferences and produce an alignment score – a measurement of goodness of portfolio fit. This approach is more nuanced and all-encompassing than competitive approaches, which typically seek to match a client risk tolerance based on just risk and return.

9. How do I start analyzing portfolios?

You can either import a portfolio, copy and paste holdings, or upload a CSV file or Excel spreadsheet.

Grow Your Alternatives And Structured
Investments Business With Architect

Request an Introductory Call

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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.