In the continuously evolving financial landscape, investors frequently seek portfolio diversification options to manage risk and improve returns. Conventional asset classes like stocks and bonds are insufficient to satisfy the rising expectations of discerning investors. Model Portfolios provide a modern solution, allowing for streamlined and user-friendly access to alternative investments.
Designed as a comprehensive solution to help wealth managers and investors navigate the world of alternative assets, model portfolios provide a simple and convenient entry point for investors looking to diversify beyond traditional markets.
Simplify your alternative investment process with iCapital’s suite of outcome-based model portfolios. Benefit from the expertise of iCapital’s seasoned research professionals, who offer comprehensive due diligence, strategic asset allocation, and continuous portfolio monitoring.
Access a variety of alternative investment model portfolios, on iCapital Marketplace, crafted by leading asset managers which may include exclusive due diligence, commentary, and monitoring from iCapital’s experienced research team.
Develop a bespoke model portfolio tailored for a wealth manager’s unique needs, designed for seamless integration into white label solutions, leveraging iCapital’s multi-investment trading capabilities.
By leveraging the power of Model Portfolios, you gain access to a world of alternative investments with the simplicity and convenience that traditional asset classes have long offered. With industry-experienced guidance, a diversified range of investments, and the flexibility to tailor your strategy to your clients’ unique needs, iCapital provides access to a variety of model portfolios that represent a smarter way to build a future-ready portfolio.
Relationships with top managers
Cutting-edge portfolio analytics
Industry leading research team
Investor-friendly and simplified purchase and documentation process
Quarterly reporting and commentary
With iCapital’s proprietary multi-investment workflow tool, simply select a model portfolio and customize its investment allocations. This smart tool adapts guiding users though the workflow, consolidating the input and completion of required documents and signatures, into one unified workflow for a more streamlined process for wealth managers and investors.
Create a new account or utilize an existing account.
The funds within the selected model portfolio pre-populate and can be adjusted accordingly.
The workflow will pre-populate any previously completed forms. New forms can be completed directly within the workflow.
All required documents will populate across the selected funds.
Generate documents for final review and attest or fix any issues before continuing.
E-Signature Hub consolidates all the required signatures into one streamlined user experience.
The world’s premier asset management firms, banks and wirehouses accelerate their alternative distribution efforts with iCapital’s digital technology.
Many of the industry’s top fund managers rely on iCapital’s distribution to scale their fundraising on our Flagship Platform.
Leveraging iCapital’s technology platform helps top wealth managers deliver high-quality alternatives investment opportunities to their clients with efficiency and ease.
IMPORTANT INFORMATION
iCapital and its affiliates provide various services through a number of affiliated entities – please refer to Certain iCapital Entities for a full list of entities. iCapital entities are collectively referred to as “iCapital”, and they all are affiliated with iCapital, Inc. and Institutional Capital Network, Inc. Among these affiliates, iCapital Markets LLC (“iCapital Markets”), an SEC-registered broker-dealer, member FINRA and SIPC, offers securities products and services. The registrations and memberships listed in Certain iCapital Entities in no way imply that the SEC, FINRA, or SIPC have endorsed any of the entities, products, or services provided by iCapital. Additional information is available upon request.
This website is for informational purposes only. This website is the property of iCapital and may not be shared, reproduced in any form, or referred to in any other publication, without express written permission of iCapital.
This website and any information included on it are not intended, and may not be relied on in any manner, as legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security. Financial products, including investment funds and structured investments, are complex and may be speculative and are not suitable for all investors. You should consult your personal accounting, tax and legal advisors to understand the implications of any investment specific to your personal financial situation. This website and the information contained on it is not intended to, and does not, address the financial objectives, situation or specific needs of any specific investor.
iCapital and iCapital Network are registered trademarks of Institutional Capital Network, Inc.
