Quarterly Technology Update
Welcome to iCapital Tech Pulse, where we bring you the latest advancements, most exciting product updates, and innovations from our platform.
In this issue, we are excited to share significant advancements across our platforms, including the launch of our Life Insurance Lifecycle Portal, integrations with Tradeweb and DTCC, and an enhanced Multi-Investment Workflow to now include Model Portfolios. Additionally, with the acquisition of Parallel Markets, we are on the path to providing fund managers and wealth advisors a more seamless user journey within the iCapital ecosystem.
Dive in to explore these updates and more!
Streamline Investment Processes with Enhanced Multi-Investment Workflow and Model Portfolios
Building on last year’s successful launch of our market-leading Multi-Investment Workflow, we now have further enhanced it to integrate with Model Portfolio solutions on our Alternatives platform, providing a more streamlined and efficient investment process.
For illustrative purposes only. Functionality subject to change.
Access Hard-To-Track Off-Platform Alts Data
With the integration of legacy Mirador and legacy AltExchange into iCapital’s Alts Data Management offering, we have unified these technology-enabled services into a single, powerful solution. This integration provides clients with seamless, end-to-end reporting across entire alternative investment portfolios, whether held on the iCapital platform or hard-to-track off-platform assets. iCapital’s Alts Data Management solution addresses the challenge of unstructured and analog off-platform alts documentation and data, transforming them into structured, digital and usable insights for accurate and timely client reporting. Learn more about our Alternatives Data Management here.
Enhance Rates-Linked and Fixed Income Workflows with Seamless Tradeweb and DTCC Integration
We extended our existing Tradeweb order entry integration to support rates-linked products and launched this functionality with our first client. Previously, our integration with Tradeweb supported equity-linked structured investments, and with this expansion, we now support rates-linked product types within the same workflow.
Additionally, the Lifecycle Portal for fixed income products now collects event data from DTCC, providing a comprehensive view of lifecycle activity. Users can now track coupons, expirations, and other event details in one place, supporting a more complete and efficient workflow.
Both the Tradeweb and DTCC integrations enable us to further deliver a seamless, end-to-end solution for our clients. To learn more, reach out to your iCapital representative.
Elevate Advisor Experience with Goal-Based Portfolio Allocator, Client-Facing PDFs, and Multi-Investment Workflow
iCapital Architect introduced three significant enhancements aimed at improving the advisor experience. The Goal-Based Portfolio Allocator allows advisors to tailor asset class allocations for their clients based on specific investment objectives and constraints. Client-Facing PDFs enable RIAs to download analyzed portfolios in PDF format to share directly with their clients. Additionally, the Multi-Investment Workflow enhancement allows advisors to manage multiple investment positions simultaneously in one streamlined process. Learn more about iCapital Architect.
Improve Policy Management with the New Life Insurance Feature in Lifecycle Portal
The iCapital platform now allows advisors to manage their life insurance books of business in our Lifecycle Portal. This expands our book of business management capabilities to a third asset class, alongside Structured Investments and Annuities. Users will find the experience intuitive and familiar making it easy to review and manage in-force life insurance contracts. Learn more about our Structured Investments & Annuities Platform.
For illustrative purposes only. Functionality subject to change.
Optimize Digital Identity, Investment Onboarding, and Compliance Verification through iCapital’s Acquisition of Parallel Markets
iCapital introduced the first-of-its-kind reusable KYC/AML passport technology, aimed at eliminating duplicative investor profiles and compliance checks, saving time and resources for alternative investments. Learn more in our Press Release.
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