In recent years, investors have shown a heightened interest in alternative investments, driven by their desire to attain substantial returns with reduced exposure to market risk and the high volatility…
Specialized Wealth Management Solutions and Services
Designed to meet the needs of wealthy families.
Tech Solutions for Family Wealth
Generational family wealth is created, preserved, expanded, and allocated for good through a disciplined approach, including expert fiduciary counsel, access to a broad range of investment opportunities, and the support of modern and tech-forward resources and services.
LEARN
Alternative investment research, education, and compliance support for both alts veterans and the less experienced
AltsEdge
Practical and easily accessible training on alternative investments, including CAIA Association credits.
iCapital Insight
A web-based tool that provides financial professionals access to hundreds of open and closed alternative investment programs. It also serves as a documented protocol to help meet regulatory compliance requirements.
INVEST
Access to alternative and structured investments and the tools to make it easy
iCapital Marketplace
Connects wealth managers and family offices* with the broadest selection of alternative investments from the world’s leading asset managers – all on one simple platform.
Architect
Our award-winning1 portfolio construction tool that empowers advisors to UHNW families to design portfolios with alternatives and structured investments and illustrate their impact to clients with ease.
MANAGE
Leading technology-enabled services and expert reporting oversight to deliver a seamless alternative investment experience
Alternative Data Management
Keeping family offices running efficiently, our technology-enabled, full-service solution processes and reports on both on- and off-platform alternative investment data, aggregating assets held across any asset class and ensuring timely and accurate updates.
Private Investment Desk
Veteran staff knowledgeable in the specialized skillset required to manage the tasks unique to off-platform private investing, helping you save countless hours. From one-time tasks such as subscription documentation to on-going transaction support and fund admin interaction, we will handle all your private investment processes.
Document Center
For iCapital purchased investments, Document Center is a user-friendly repository for client and investment related documents, designed to streamline post-trade investor reporting. This single-source destination features robust search and filtering capabilities for easy document management.
Consolidated Reporting Services
Experts in complex family structures and sophisticated investment products, we deliver consolidated views of total wealth, regardless of asset class or where they are held. From reporting technology selection, to implementation and system operation, we act as an extension of your team.
Investment Reporting
For iCapital-purchased alternative investments, Investment Dashboard provides a centralized data repository for your holdings’ data. Able to be summarized and categorized in multiple ways, it can publish performance metrics at the fund, account and household levels.
Who We Serve
To Learn More About How We Serve Families and Family Offices
Powering the Global Alternatives Marketplace
The world’s premier asset management firms, banks and wirehouses accelerate their alternative distribution efforts with iCapital’s digital technology.
Powering Financial Advisors’ Access to Alternatives
Many of the industry’s top fund managers rely on iCapital’s distribution to scale their fundraising on our Flagship Platform.
Powering Wealth Management’s Growth
Leveraging iCapital’s technology platform helps top wealth managers deliver high-quality alternatives investment opportunities to their clients with efficiency and ease.
Featured Articles
Alts Purchased Off-Platform and Reporting Challenges For advisers and clients, providing accurate, timely, and holistic reporting on disparate asset classes, oftentimes held around the world, can be challenging unless specialized…
PART 1: FOUR MYTHS AND ASSOCIATED FEARS Technology has been supporting wealth management reporting since the 1980s, providing an ever-evolving array of metrics that have helped advisers analyze and evaluate…
Account Statements vs Performance Reports “We’re often asked the question by wealthy families and advisers to significant wealth, ‘If we already get account statements, do we need a separate reporting…
1. View detailed description of the awards and selection criteria here.
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.
