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.
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.
