Why Partner with iCapital for Alternatives Solutions Instead of Building Your Own?
When deciding between partnering with iCapital or building your own solution, there are three critical factors to consider:
Fit for Purpose
Tailored for advisory firms, seamless integration.
Cost
Zero upfront investment, proven platform.
Speed to Market
Go live in months, not years.
Key Factors to Consider
There are three main factors to consider in the decision-making process:
Fit for Purpose
Building Yourself:
- Requires cobbling together various third-party tools (e.g., DocuSign, custodians, reporting platforms).
- Complex, custom-built connections between solutions.
- Need to constantly maintain and update the platform as needs, additional headcount, and products evolve.
Partner Solution:
- Tailored for different types of advisory firms: large wealth managers, independent RIAs, independent broker dealers.
- Seamless integration with existing tools and workflows.
- Supports diverse product structures and customizable for compliance needs.
- Proven platform used at scale across the industry.
Costs
Building Yourself:
- Likely millions of dollars in upfront investment..
- Requires a team of experts to develop, maintain, and iterate on the platform.
- Significant ongoing costs due to changes in regulations, products, and business needs.
Partner Solution:
- Zero upfront cost for the platform (in most cases).
- Significant investment already made in development and optimization.
- Eliminates the need for a large internal team dedicated to building or maintaining the platform.
Speed to Market
Building Yourself:
- Typically a 3-5 year process to create an initial platform.
- Even after years of development, you may only have the start of a product, not a fully operational solution.
Partner Solution:
- Launch a fully integrated platform within 3-4 months.
- Continually updated and optimized platform, minimizing future development time.
Real-Life Example
- Large wealth management firm outsourced to iCapital and went live in 3-4 months.
- A home-built solution would have taken years and required a much larger investment.
Why Choose iCapital?
Proven track record of success across the financial advisory landscape.
Reduced cost, time, and hassle for your firm.
Focus on delivering value to your clients rather than managing a complex tech build.
