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DOCUMENT CENTER

Experience the Future of Document Management Today

The iCapital Document Center is a user-friendly single-source destination for client and investment related documents, designed to streamline post-trade investor reporting for General Partners, Limited Partners and interested parties.

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Transform Your Business Efficiency

iCapital’s cutting-edge Document Center solution allows you to seamlessly manage, store, and retrieve documents from one secure platform. With a modern user interface and advanced features, iCapital technology elevates the client experience and differentiates your brand.

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For illustrative purposes only.

Key Features & Benefits

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Centralized

One location for all documents, throughout the investment life cycle, removes the frustration of leveraging multiple portal logins.

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Robust

Search and filtering capabilities allows you to quickly locate specific files or large sets of documents for bulk downloading. 

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Advanced

A customizable notification engine alerts you as documents become available in real-time.

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Timely

Automated document ingestion from service providers, removes the administrative burden of monitoring, reconciling and troubleshooting.

Featured Articles

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Press Releases

iCapital® Partners with Aviva Investors to Scale Distribution of Climate Transition Strategy

iCapital’s whole product lifecycle technology and distribution capabilities will drive Aviva Investors’ strategy’s continued growth, unlocking access to private capital investments.
March 6, 2025
LONDON, LUXEMBOURG & ZURICH — iCapital1, the global fintech platform driving the world’s alternative investment marketplace for the wealth and asset management industries, has entered into partnership with Aviva Investors,…
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Practice Management

Beyond 60/40 Video: Episode 35

Q4 data, Blackstone, Portfolio Construction
February 27, 2025
Beyond 60/40 Video: Episode 35   In this episode of Beyond 60/40, Anastasia Amoroso, Chief Investment Strategist, analyzes iCapital's Q4 flow of funds data, highlighting the rising demand for private…
beyond-60-40-ep-34-play
Practice Management

Beyond 60/40 Video: Episode 34

Infrastructure and Structured Investments
February 13, 2025
Beyond 60/40 Video: Episode 34

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.