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Empowering Your Investment Journey

iCAPITAL OPERATING SYSTEM

Your end-to-end technology suite for investing in alternatives, structured investments, and annuities.

The Industry's Destination for Alternative Investments

Delivering an end-to-end digital marketplace for asset and wealth managers — empowering you to learn, invest and manage at scale.

Build a Stronger Portfolio Foundation

iCapital Architect, our new portfolio construction tool that empowers advisors to design portfolios with alternatives and structured investments.

Wealth Managers
Asset Managers

Serving Financial Professionals Wherever They Choose to Practice

Learn

Education
Product Training & Compliance
Research & Due Diligence

Invest

Portfolio Analytics & Construction Tool
Invest Marketplaces
Transaction Processing

Manage

Lifecycle Management
Client Reporting

Learn More

Available on iCapital OS

Testimonials

“We view this partnership as instrumental in scaling our alternatives business and empowering advisors to provide clients with a broader and more complete range of portfolio solutions.”

Rob Sechan

Managing Partner (New Edge Capital Group) and
CEO and Co-Founder (NewEdge Wealth)

“iCapital has been exceptional in who you have brought into the fold for us to present into client portfolios but now as entrepreneur in the independent world with a rapidly growing platform, the technology is absolutely vital to what we’re doing.”

Haig Ariyan

CEO

Everything You Need to Grow Your Alternatives Business

Discover

Education
Portfolio & Data Analytics
Origination & Diligence

Distribute

Investment Structuring
Fund Marketing & Distribution
Investor Onboarding
Investment Execution

Manage

Sales Reporting
Transaction Processing
Third Party Integrations
Fund & Client Reporting
Investor Management

Learn More

Available on iCapital OS

Testimonials

“By partnering with iCapital and leveraging their leading technology platform, we are able to provide more efficient access to our alternative investment strategies to a larger set of investors beyond our core institutional footprint.”

Jeffery Hawkins

Deputy Managing Partner

“iCapital has developed one of the industry’s most comprehensive technology solutions bridging the gap between alternative asset managers and wealth advisors…”

Stephanie Drescher

Partner and Chief Client and Product Developer

Key Metrics

200

Platform² Assets
$28.0B International³

1634

Funds Supported

104

Financial Professional Users

600

Fund Managers, Issuers, Insurance Carriers

As of 09/30/2024

Investment & Market Strategy

iCapital Market Pulse: A Bumpy Start to October but More Positives Ahead

The remainder of October could still be a bumpy one for the markets. Looking forward, however, we observe several potential positive catalysts, including rate relief that should be starting to filter through the economy. We think investors can benefit by maintaining an allocation in financials and real estate and focusing on income producing assets, all likely to gain in a more favorable interest rate environment. Also, despite semiconductors being down in the third quarter, we think there is still a strong need for continued AI investment, which should benefit the industry.

After a strong third quarter for the broader market and sectors like Utilities and Financials, October is off to a bumpy start, with the S&P 500 remaining relatively flat (Exhibit…

October 10, 2024

Thought Leadership

Practice Management

Beyond 60/40 Video: Episode 26

Global Alternative Investing

October 2, 2024

Beyond 60/40 Video: Episode 26

Practice Management

Beyond 60/40

SEPTEMBER 2024

September 30, 2024

WELCOME TO OUR MONTHLY NEWSLETTER. 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 Designed to serve as your primary source for navigating the world of alternative investments. For investors looking at direct lending, an important part of…

Annuities

Is it Worth it to Pay a Fee to Get a Higher Rate on an Indexed Annuity?

September 13, 2024

You have to choose between several indexes and crediting terms lengths, and from an increasing number of products that offer the option of paying a fee for a higher participation…

View All

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Empowering Your Investment Journey

The Industry's Destination for Alternative Investments

Build a Stronger Portfolio Foundation

Serving Financial Professionals Wherever They Choose to Practice

Learn

Invest

Manage

Available on iCapital OS

Testimonials

Everything You Need to Grow Your Alternatives Business

Discover

Distribute

Manage

Available on iCapital OS

Testimonials

Key Metrics

iCapital Market Pulse: A Bumpy Start to October but More Positives Ahead

Thought Leadership

Beyond 60/40 Video: Episode 26

Is it Worth it to Pay a Fee to Get a Higher Rate on an Indexed Annuity?

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