iCapital® Expands Model Portfolio Suite to Provide Exposure to Fast-Growing Private Companies
Press Releases

iCapital® Expands Model Portfolio Suite to Provide Exposure to Fast-Growing Private Companies

New Growth Model Portfolio complements iCapital’s comprehensive model portfolio technology and custom model capabilities.
November 20, 2024
iCapital® Introduces Alternatives Decoded, its Latest Educational Resource to Help Financial Advisors Navigate the Complexities of Private Markets
Announcements

iCapital® Introduces Alternatives Decoded, its Latest Educational Resource to Help Financial Advisors Navigate the Complexities of Private Markets

A comprehensive, chart-driven narrative designed to help advisors navigate client conversations about incorporating Alternative Investments, Structured Investments and U.S. Annuities in to their portfolio strategies
November 19, 2024
iCapital® Further Expands its Presence in the Gulf Region, One of the World’s Fastest-Growing Wealth Markets
Press Releases

iCapital® Further Expands its Presence in the Gulf Region, One of the World’s Fastest-Growing Wealth Markets

iCapital continues to solidify its position in the GCC region by partnering with MPW, offering its leading technology and alternative investment solutions, including private equity, private credit, real assets, and hedge funds, to financial advisors at banks, family offices, and independent financial institutions.
November 4, 2024
iCapital® to Acquire AltExchange to Enhance Data Management Capabilities
Press Releases

iCapital® to Acquire AltExchange to Enhance Data Management Capabilities

Enhances iCapital’s advanced AI and ML-driven technologies, streamlining post-investment processes and improving decision-making for private markets participants.
October 30, 2024
GeoWealth Partners with iCapital® to Enable BlackRock’s Custom Models Featuring Private Assets in Unified Managed Accounts
Press Releases

GeoWealth Partners with iCapital® to Enable BlackRock’s Custom Models Featuring Private Assets in Unified Managed Accounts

Collaboration equips RIAs with seamless UMA experience across all investment types for the first time.
October 29, 2024
Beyond 60/40 by iCapital® Named Best Thought Leadership/Education Program at 2024 MMI/Barron’s Industry Awards
Announcements

Beyond 60/40 by iCapital® Named Best Thought Leadership/Education Program at 2024 MMI/Barron’s Industry Awards

iCapital’s Beyond 60/40 honored as an educational campaign that meaningfully advances industry knowledge and understanding of topics key to the future of advisory solutions.
October 17, 2024
iCapital® Launches Multi-Investment Workflow Tool to Simplify Portfolio Construction for Alternative Investments
Press Releases

iCapital® Launches Multi-Investment Workflow Tool to Simplify Portfolio Construction for Alternative Investments

Intuitive tool streamlines the alternatives investment experience by enabling numerous investments to be processed simultaneously in one place.

The latest offering integrates seamlessly with iCapital Model Portfolios.
October 10, 2024