iCapital® Launches a Series of Outcome-Based Model Portfolios Offering Investors in Latin America Simplified Exposure to Alternative Investments

ZURICH & NEW YORK — iCapital¹, the global fintech company shaping the future of investing, today announces the launch of its first model portfolio available to investors in Latin America: the iCapital Balanced Model Portfolio – International, with two additional model-based Income and Growth solutions set to follow in the coming months.

As wealth managers seek greater portfolio diversification beyond public markets, iCapital’s model portfolios offer an innovative solution that complements traditional asset allocation frameworks. These portfolios simplify access to alternative investments through a single digital subscription workflow, allowing investments across all portfolio constituents. Integrated with iCapital’s multi-investment workflow tool, they enable efficient, simultaneous processing of multiple investments—supporting a holistic approach to portfolio construction.

In an industry first, the iCapital Balanced Model Portfolio – International provides a modern solution, offering streamlined and user-friendly exposure to alternative investments for eligible investors. Each of the three models is designed to achieve specific portfolio outcomes: Balanced targets enhanced total return with reduced volatility, Income will aim to deliver a steady and attractive return, and Growth will focus on long-term wealth accumulation. Advisors can also leverage iCapital’s proprietary portfolio analytics tool, Architect, to better evaluate the impact of adding alternatives alongside traditional holdings.

iCapital’s model portfolios offer wealth managers not only a turn-key portfolio of complementary top tier offerings that achieve the strategic objective of the respective model, but also consolidated reporting across all holdings, supporting a streamlined and efficient investment experience. Advisors and asset managers can also use iCapital’s platform to design and offer their own customized models.

“iCapital model portfolios were created to meet the growing need from financial advisors to add alternative investments in a thoughtful manner and aligns with a broader asset allocation framework.” says Kunal Shah, Managing Director and Head of Private Asset Research and Model Portfolios at iCapital. “We are introducing goal-based model portfolios that simplify the integration of alternative investments by allowing financial advisors to invest in a portfolio of alternative investment funds through a streamlined investment analysis and technology workflow.”

“This launch marks a key milestone in expanding iCapital’s global offering, enabling wealth managers worldwide to efficiently build diversified portfolios,” says Wes Sturdevant, Head of International Client Solutions Americas at iCapital. “Model-based solutions are essential for the successful adoption of private markets, and this launch brings us closer to our goal of making them more accessible.”

About iCapital
iCapital is a global leader, shaping the future of global investing for financial advisors, wealth managers, asset managers, and other industry participants. iCapital offers a diverse and complete range of non-traditional investment products on iCapital Marketplace, Enterprise Solutions, and both Technology and Data Services, designed to help drive better outcomes²  for all participants in the ecosystem.

With strategic investment from leading alternative asset managers, wealth managers, and service providers globally, iCapital provides unrivaled access, data connectivity, education, and research programs to advisors and their clients. Leveraging AI and machine learning for digital identity (KYC/AML), iCapital supports compliant and secure investment lifecycle processes.

iCapital’s end-to-end platform manages the lifecycle of non-traditional investment products, making it easier to learn about, buy, manage, and integrate alternative assets, structured investments, and annuities into portfolios, driving growth, scale, and efficiency. Our solution(s) can be customized and offers specific modules as needed.

iCapital has $994 billion³  of assets serviced globally on its platform, including $266.5 billion in alternative platform assets, $215 billion in structured investments and annuities outstanding, and $512.7 billion in client assets reported on, and serving over 3,000 wealth management firms and 116,000 active financial professionals.

Headquartered in New York, iCapital operates globally with 16 offices, including major hubs in Zurich, London, Hong Kong, Singapore, Tokyo, and Toronto, and an industry-leading R&D center in Lisbon. iCapital is recognized for its innovation and leadership, with accolades from Euromoney (World’s Best Technology Provider for Wealth Management), CNBC (World Top Fintech Companies), The Wealthies Alts Investment Platform of the Year, and Forbes Fintech 50.

For more information, visit https://icapital.com | X (Twitter): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc

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