Beyond 60/40 Video: Episode 51 Private Credit Myths, Defaults, and Liquidity Reality In Episode 51 of Beyond 60/40, iCapital Chief Investment Strategist Sonali Basak sits down with Sam Williams,…
Trusted Connections That Power Seamless Access
iCapital collaborates with a growing ecosystem of custodians, fund administrators, transfer agents, and platform partners to deliver a fully integrated experience for advisors and their clients. By embedding our capabilities into the systems advisors rely on, we simplify workflows, enhance transparency, and expand access to private markets.
Whether you’re focused on scale, compliance, or client experience—our technology is built to support your growth.
Custodians
Secure, Scalable and Full Integrated
iCapital connects directly with leading custodians to simplify how advisors access and manage alternative investments. These secure integrations leverage advanced technology to streamline the investment process—enhancing efficiency and supporting compliance.
Key Benefits
- Integrated platforms eliminate duplicative work
- Technology-driven solutions save advisors time and reduce error rates for trade processing
Selected partnerships shown; not a full list.
Platform Partners
Smarter Tools, Seamless Workflows
iCapital partners with leading technology providers to embed alternative investments into the platforms advisors use every day. These integrations offer seamless access via SSO, enable investing in funds and models within portfolio management or UMA platforms, and enhance visibility and reporting—without disrupting existing workflows.
Key Benefits
- Direct access to iCapital from advisor workstations
- Investment capabilities within UMA platforms
- Integrated reporting, CRM sync, and compliance tools
- Streamlined onboarding and suitability checks
Selected partnerships shown; not a full list.
Administrators and Transfer Agents
Seamless, Compliant, and Fully Integrated
iCapital integrates directly with leading fund administrators and transfer agents to simplify and automate critical workflows that support alternative investments. These connections enhance accuracy, reduce friction, and ensure regulatory compliance across the investment lifecycle.
Key Benefits
- Automate investor onboarding, transaction processing, and reporting
- Centralize investment data for improved visibility and oversight
Selected partnerships shown; not a full list.
Who We Serve
To Learn More About Asset Manager Solutions
Featured Articles
In this report, we analyze responses from iCapital’s latest Private Markets Survey for Canada. The survey, conducted in October 2025, was developed for Canadian Wealth Managers, Multi-Family Offices (MFOs) and…
For decades, performance reporting functioned primarily as a record of the past, designed to meet oversight requirements rather than inform future decisions. That model is no longer sufficient. As portfolios…
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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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.
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