Your Brand,
Powered By iCapital
Streamline the complexities of selling and servicing alternative investments and scale your growth efficiently with iCapital’s end-to-end suite of digital Cloud solutions. From robust product and portfolio education to digital subscriptions to centralized document management, and more, we’re reimagining the alternative investment experience to help you unlock operational efficiencies and deliver seamless, more transparent experiences across the full investment lifecycle.
Providing Service for the Life of the Investment
Offer your own funds, the iCapital menu of funds, or a unique combination of both to your high-net-worth investors.
Wealth Managers
Wirehouses
Private Banks
Benefits
Integrated and automated workflows to digitize your fundraising and servicing activities. iCapital structures and services feeder funds to bring access and efficiency to the management of smaller-scale investments.
Centralized and auditable control of fund offerings
Digital subscriptions and automated, paperless e-processing
Intuitive dashboards with complete visibility into every aspect of the fundraising process
Seamless integration with administrator, transfer agent, or custodian
One-click access to every client document to view and share
HTTPS TLS v1.2 and fully encrypted PII
Access & Efficiency
Simplified interactions across custodians, major fund administrators, and transfer agents
Streamlined ability to execute capital calls and distributions and produce and deliver reporting
Complete Transparency
Real-time visibility into the entire fundraising pipeline for managers – with automated alerts for key events to speed processing
Aggregated sales reporting provides full transparency into advisor book building
Privacy & Security
Proprietary and permission-based system of configurable workflows
Complete data encryption and host redundancies adhere to the highest industry standards
Join Over 40 Fund Sponsors and Wealth Management Firms
Who are marketing their funds and diversifying their investor base through our custom technology solution.
To Learn More About iCapital’s Custom Platform Solution
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.
