One of the constants of being in or near the investment management industry is on-going change and innovation – mutual funds and ETFs, traditional private funds and evergreen funds, the…
Technology-enabled solution for private market investments
A full suite of easy-to-use technology and service solutions designed specifically for wealth managers. Whether you’re looking to access private markets, manage client holdings, or enhance your investment knowledge. We deliver efficiency, transparency, and dedicated support at every step.
One operating system for all of your investment needs
Who we serve
Independent Broker Dealers
Wirehouses/Banks
LEARN
Alternative investment education, training, and compliance support for advisors
Education & Compliance
Easily accessible asset class education and investment product training with CE certification and mandated compliance documentation.
Research & Diligence
Institutional quality investment and operational due diligence – from product sourcing and diligence to education and guidance on portfolio construction.
2025 GLOBAL ADVISOR SURVEY
Advisors are turning to tech to scale alternatives and strengthen their value.
According to our global survey of 603 financial professionals, advisors worldwide are embracing alternatives—and their message is clear: as allocations grow, technology is essential.
INVEST
Access a diverse range of investment opportunities to meet a range of client needs.
Marketplace
For advisors seeking exposure to alternative investments, iCapital Marketplace connects them with a broad selection of options from the world’s leading asset managers – all on one simple platform.
Architect
Our award-winning1 portfolio construction tool that empowers advisors to easily design portfolios with alternatives and structured investments. Advanced analytics provide historical simulations help illustrate their impact.
Available Investment Products
Private Equity 
Private Equity
Private Credit 
Private Credit
Real Assets 
Real Assets
Hedge Funds 
Hedge Funds
Structured Investments 
Structured Investments
Annuities 
Annuities
MANAGE
Streamline your investment oversight to enhance transparency and manage risk.
Investments/Client Management
Investment Lifecycle
Manage all stages of a transaction from inception through onboarding, AML, subscriptions, capital events, transfers, redemptions, letters of authority, statements, reporting, secondary sales, and liquidating distributions.
Investment Reporting
Interactive & comprehensive performance reporting. Provides intuitive & consistent visual representations across all products.
Document Center
Centralized & consolidated document repository for investments. Client view available.
Data Management
Fund Master
Single source security master for alternative investments. Eliminates operational inefficiencies and inherent risk in disaggregated information.
Data and Reporting Services
Consolidated reporting across all asset classes regardless of custody, alts data management, and private investment desk including transaction management.
Hear What Our Clients Are Saying1
Offer a full spectrum of alternative income-based strategies
Because of the pandemic and subsequent rate hike, a lot of our traditional fixed income portfolios wouldn’t perform. iCapital provided the platform we use to offer a full spectrum of alternative income based strategies allowing us to stay ahead of the game and attract new clients and retain existing clients.
Li Ma
Founder, Annova Advisors
Hear What Our Clients Are Saying1
All your purchases in a single system
I helped establish the structured note program at my firm and iCapital has been a close partner for the past 10 years. We use the iCapital platform to help bring in and manage assets. One of the key features is that all our structured note purchases are all in a single system.
Tony Nguyen
Senior Fixed Income Trader, SEIA
Who We Serve
To Learn More About Wealth Management Solutions
Featured Articles
Beyond 60/40
JUNE 2025
WELCOME TO OUR MONTHLY NEWSLETTER. The source for navigating the world of alternative investments Broader Access to Private Funds Last month, the SEC renewed a push to expand access…
Beyond 60/40 Video: Episode 39
Alternative Plays: Sports and Structured Investments
Beyond 60/40 Video: Episode 39 In this episode of Beyond 60/40, iCapital explores two fast-evolving corners of the alternative investment space. Mark Wade of CAZ Investments breaks down the firm's…
1. Testimonial may not be representative of the experience of other customers. Testimonial is not a guarantee of future performance or success.
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.
