Quarterly Technology Update
Dear Valued Partner,
Welcome to iCapital Tech Pulse, where we bring you the latest advancements, most exciting product updates, and innovations from our platform.
From seamless CRM integrations via API to our new Multi-Investment Workflow and E-Signature Hub, we’re enhancing efficiency and accuracy in the investment process. Architect users can now enjoy streamlined model allocations, while our enhanced site navigation and Integrated Education platform make accessing tools and resources easier than ever. With the launch of RFQ 2.0 and our Rates and Income Analyzer, finding the best investment opportunities is now simpler and faster. Lastly, thanks to your support, we’ve surpassed $200 billion in global platform assets, and we’re committed to continuous innovation as we strive towards our next milestone.
Stay tuned for more updates and insights!
CRM Integrations
Our alternatives platform now supports seamless integration with any CRM system via API to efficiently extract account and client information and automatically pre-fill required subscription data elements. This functionality ensures consistency and accuracy throughout the investment process.
Multi-Investment Workflow & E-Signature Hub
Multi-Investment Workflow is the smart, end-to-end investment tool designed for ease and efficiency. The feature is available on our alternatives platform and provides wealth managers with a comprehensive and streamlined investment processing experience, enabling all investments (whether one or many) to be processed simultaneously. Learn more via our Press Release.
Distributed Ledger Technology (DLT)
iCapital DLT streamlines processes, data, and documents by automating transactions and data sharing through smart contracts. This can reduce costs, boost efficiency, and minimize human involvement while ensuring firms maintain privacy and full control over their data. Learn more about our Distributed Ledger Technology here.
Model Allocations in Architect
Architect users can now efficiently bulk-allocate model sleeves to their portfolios. This feature not only streamlines the allocation process, but also provides tools for detailed analysis of these allocations. The iCapital Balanced Model Portfolio is the first sample portfolio available to iCapital Marketplace users in this new Model Portfolio Allocation feature. Visit Architect.
Enhanced Alternatives Site Navigation
We’ve introduced a newly enhanced site navigation on our alternatives platform, designed to simplify access to tools and resources. The updated layout offers a more intuitive, seamless experience, guiding users through every stage of the alternative investment process with ease. Visit the iCapital Marketplace.
Integrated Education
The Integrated Education platform delivers comprehensive educational resources in one central location. Users can easily access a variety of tools and materials to improve their understanding of investment strategies across multiple asset classes.
Request for Quote (RFQ) Portal Redesign
RFQ 2.0 is now live on our Structured Investments Platform, offering a more streamlined and scalable way for distributors to bulk-create and submit RFQs. Users can navigate the management process more efficiently and quickly through smart automation-enabled template creation and cloning capabilities, a refined user interface, and reduced submission downtime.
Rates and Income Analyzer
Our new Rates and Income Analyzer tool makes finding the highest rates and income in the iCapital Annuity Marketplace easier than ever. Within the fixed indexed annuity and structured annuity marketplaces, users can quickly sort by criteria such as strategy, reference index, or index term to find contracts that match their clients’ goals. Visit the Annuities Marketplace.
Thank You for Helping Us Reach $200B in Global Platform Assets
Thanks to the trust and support of clients like you, we have surpassed $200 billion in global platform assets. Your continued commitment and confidence in our technology and services have been instrumental in achieving this milestone. This achievement marks the beginning of an exciting journey, and we are committed to continuous innovation as we strive towards our next milestone.
We are delighted to share these enhancements with you and believe they will provide our users with even greater value and efficiency as they develop and manage their businesses.
If you have any questions about our updates, please don’t hesitate to reach out directly to your iCapital representative, or contact us at [email protected].
Thank you once again for your continued partnership and support.
Best regards,
The iCapital Team
FOR FINANCIAL PROFESSIONALS
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