An all-digital operating system built to help you reach more investors and streamline fund delivery and management.
All data as of 01/31/2025.
Discover a fully customizable, connected, digital platform that empowers you to scale efficiently, streamline fund delivery, and manage your investment lifecycle with precision allowing you to focus on growth.
With saved investor profiles, auto-populated subscription documents, subscription alerts, and a seamless investment experience across all funds.
Centralize and digitize all fund content in one place, supporting multimedia formats to enhance advisor engagement.
Leverage aggregated sales and investor-level reporting, automated workflows, and streamlined post-investment tasks to work smarter and scale easier.
Create and manage specialized investment vehicles, like feeder or direct funds, or leverage iCapital’s turnkey fundraising approach to help ease high-net-worth investing burdens.
Foundational asset education and mandatory product training for wealth managers to help ensure investment and product knowledge.
Providing access to a diverse selection of investments along with institutional-quality due diligence.
Portfolio construction and analytics tool showcasing portfolio performance across various historical scenarios and asset classes using both reported and modeled returns.
Reach more high-net-worth investors seeking alternative investments. iCapital Marketplace is one of the largest global platforms connecting advisors and fund managers.
Interactive & comprehensive performance reporting. Provides intuitive & consistent visual representations across all products.
Centralized & consolidated document repository for investments. Client view available.
Manage all stages of a transaction from inception through onboarding, AML, subscriptions, capital events, transfers, redemptions, letters of authorization, statements, reporting, secondary sales, and liquidating distributions.
Fundraise tracking, customer intelligence and lead analytics. Empowers providers and wealth managers with real-time insights.
Eliminate operational inefficiencies and disaggregated information with a single source security master for alternative investments.
Consolidated reporting across all asset classes regardless of custody, alts data management, and private investment desk including transaction management.
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.
