Access a diverse menu of professionally diligenced funds from industry-leading asset managers. Service your clients on our award-winning* platform. Increase your alts IQ with our ongoing advisor education and certification programs. Whatever you need for investing in alternatives, you have our unwavering support.
The iCapital Flagship Platform can improve the scope and service of your practice. See how.
BENEFITS
Access quality funds, simplify operational processes, and up your alternatives game.
Quality, diligenced funds with investment minimums starting at $25K
Digital subscriptions and automated, paperless e-processing
Due diligence and performance reporting
Single sign-on experience and one-click access to every client document
Administrator and custodian integration
Compliance and tax reporting
ACCESS TO QUALITY FUNDS
Curated menu of private market and hedge fund strategies from seasoned fund managers
Due diligence and ongoing performance monitoring
A BETTER INVESTOR EXPERIENCE
A seamless, intuitive digital experience that connects all players in the alternatives ecosystem
Access to on-call investor relations support for client onboarding and ongoing service
EDUCATION & SUPPORT
Robust digital asset class and fund education for advisors
Comprehensive materials on all fund offerings and research insights for informed decision-making
JOIN OVER 1300 INVESTMENT ADVISORS AND MORE THAN 300 FAMILY OFFICES AND WEALTH MANAGEMENT FIRMS
who offer alternative investments through our award-winning, seamless iCapital Flagship Platform.
