DATA MANAGEMENT
Unlock Growth Through Smarter Data & Workflow Management
Eliminate operational friction, reduce risk, and scale your alternative investments with a smarter approach to data—starting with insights from over 1,000 financial professionals.
The Challenges of Managing
Alternative Investment Data
for Financial Professionals
12
Average number of different systems used to manage the investment lifecycle
7 Hrs
On average spent on NAV and tax prep per week
60%
Say they have too many disconnected systems
Three solutions. One seamless journey to scale.
For illustrative purposes only
1
DATA MANAGEMENT & REPORTING SERVICES
Aggregate and Automate Investment Data
Extract, clean, and centralize data from disparate systems to reduce manual work and improve transparency.
2
DISTRIBUTED LEDGER TECHNOLOGY
Connect Disconnected Systems Across Stakeholders
A shared source of truth with built-in transparency, automation, and secure API connectivity.
3
FUND MASTER
Take Control of Your Internal Investment Data
A security master to govern, permission, and integrate your data—so you can scale operations without sacrificing control.
Downloadable Resources
FEATURED
Forrester Research Paper: Unlocking Growth in Alternative Investments
What’s driving the next wave of growth in alternatives? This Forrester study, commissioned by iCapital, explores how wealth managers are scaling their alternative investment offerings—and the key capabilities they need to succeed. A must-read for firms looking to stay competitive in a rapidly evolving market.
The Hidden Opportunity in Private Markets: Data
Unlock efficiency and reduce risk with a smarter approach to private markets data.
Optimizing Alternative Investment Lifecycle Workflows Using DLT
See how distributed ledger tech is streamlining the alternative investment lifecycle.
DLT and the Challenge of Offline Alternative Data Management
Address the challenges of disparate and siloed data with automatic data extraction, aggregation, and consolidation.
Take the Next Step to Improve Your Data Management
Request an introductory call below
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.
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