iCapital collaborates with a growing ecosystem of custodians, fund administrators, transfer agents, and platform partners to deliver a fully integrated experience for advisors and their clients. By embedding our capabilities into the systems advisors rely on, we simplify workflows, enhance transparency, and expand access to private markets.
iCapital connects directly with leading custodians to simplify how advisors access and manage alternative investments. These secure integrations leverage advanced technology to streamline the investment process—enhancing efficiency and supporting compliance.
Selected partnerships shown; not a full list.
iCapital partners with leading technology providers to embed alternative investments into the platforms advisors use every day. These integrations offer seamless access via SSO, enable investing in funds and models within portfolio management or UMA platforms, and enhance visibility and reporting—without disrupting existing workflows.
Selected partnerships shown; not a full list.
iCapital integrates directly with leading fund administrators and transfer agents to simplify and automate critical workflows that support alternative investments. These connections enhance accuracy, reduce friction, and ensure regulatory compliance across the investment lifecycle.
Selected partnerships shown; not a full list.
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.
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