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A Leading Provider to the Independent Wealth Channel

390
Total SubscriptionsVolume ITD1
2500
Wealth
Management Firms
104
Global
Advisors

Portion in the U.S. Independent Wealth Channel2

170
Alternative Investment and Structured Investment Subscription Activity ITD
2300
Independent Wealth Advisory firms that Transacted with iCapital ITD
63
Active
Financial
Professionals

as of 08/31/2024

Your Brand, Your Platform

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Configure Your Platform to Reflect Your Brand Identity

Build the features, functionality, and user experience of the platform with customizable colors, workflows, and URLs that align with your brand.

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Build a Tailored
Investment Offering

Create a custom menu that fits your firm’s needs, combining funds sourced by your team, bespoke funds, direct investments, and iCapital-sponsored strategies—all unified on one adaptable platform.

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Portfolio Construction
and Analytics

Equip advisors to easily explore new asset allocations, simulate portfolio growth with alternatives and structured investments, and leverage analytics to help deliver the best client outcomes.

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Optimize Every Stage of the Investment Lifecycle

Leverage a fully digital platform that allows you to streamline workflows, improve productivity, and easily scale processes as your business grows.

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Simplify Advisor
and Client Reporting

Seamlessly integrate into downstream reporting systems, allowing for simplified decision-making for advisors and transparency for clients.

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Enhance Supervisory
Oversight

Manage your investment offerings with full visibility into approved products, an integrated learning management system, and insight into all firmwide investment activity — ensuring compliance with firmwide programs and risk mitigation.

Build a Platform that Fully Integrates with Your Firm’s Technology Stack

Create a platform that blends seamlessly with your existing workflows and tools. Customize investment offerings, streamline client onboarding, and assess suitability across portfolios. Equip your advisors with advanced analytics and educational resources to enhance client outcomes.

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For illustrative purposes only.

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1. Represents inception to date (2013 through July 2024) client subscription volumes across alternatives, structured investments, and annuities.
2. Represents inception to date (2013 through July 2024) client subscription volumes for the “Independent Wealth Channel” across alternatives and structured investments. “Independent Wealth Channel” includes Independent U.S. Wealth Management, which is defined as Independent Investment Advisers and Independent Broker Dealers in the U.S. and excludes International Firms, Private Banks, and Wirehouses.
3. Testimonial may not be representative of the experience of other customers. Testimonial is not a guarantee of future performance or success.
4. Testimonial AUM numbers as of 07/31/24.
5. View detailed description of the awards and selection criteria here.

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