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To Learn More About How iCapital Can Transform Your Client’s Experience
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.
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.
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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Model Portfolios
Offering diversified collections of investments designed to meet specific financial goals
Document Center 
Document Center
A user-friendly single-source destination for client and investment related documents
Investment Dashboard 
Investment Dashboard
Elevating the Standard in Performance Reporting for Alternative Investments
1. Investments placed through the unified platform through December 2024.
The iCapital Marketplace includes structured products in which National Financial Services, LLC (“NFS”) and Fidelity Brokerage Services, LLC (“FBS”) act as a member of the selling group. As such, NFS and FBS will receive a concession fee for initial purchases in these securities. In certain circumstances NFS will also earn additional compensation from iCapital for structured products purchased by you on the iCapital website.
Access to iCapital may be subject to limitations or modifications imposed by iCapital from time to time. Fidelity may terminate use of iCapital upon notice.
Fidelity Bond Beacon® is made available to intermediary clients of Fidelity Investments® on a non-discretionary basis through Fidelity Capital Markets, a division of National Financial Services LLC, Member NYSE, SIPC (“NFS”).
Fidelity Investments is an independent company, unaffiliated with iCapital.There is no form of legal partnership, agency affiliation, or similar relationship between iCapital and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by iCapital and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Investments® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. | 1193203.1.0
This material has been provided to you for informational purposes only by iCapital, Inc. and/or one of its affiliates including Institutional Capital Network, Inc. (collectively, “iCapital”). This material is the property of iCapital and may not be shared without its written permission. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of iCapital. This is not intended as, and may not be relied on in any manner as, legal, tax or investment advice, a recommendation to employ a specific investment strategy, or as an offer to sell, a solicitation of an offer to purchase, or a recommendation of any interest in any fund or security. Security products and services are offered through iCapital Markets LLC, a registered broker/dealer, member FINRA and SIPC. Financial products made available by iCapital Markets LLC may be complex and/or speculative and are not suitable for all investors.
iCapital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and acts as an adviser to certain privately offered investment funds. “iCapital” and “iCapital Network” are registered trademarks of Institutional Capital Network, Inc.
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