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WEALTH MANAGERS

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. 

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One operating system for all of your investment needs

Who we serve

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Registered Investment Advisors (RIAs)

Learn More About RIAs
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Independent Broker Dealers

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Wirehouses/Banks

LEARN

Alternative investment education, training, and compliance support for advisors

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Education & Compliance

Easily accessible asset class education and investment product training with CE certification and mandated compliance documentation.

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Research & Diligence

Institutional quality investment and operational due diligence – from product sourcing and diligence to education and guidance on portfolio construction.

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INVEST

Access a diverse range of investment opportunities to meet a range of client needs.

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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.

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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.

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Available Investment Products

Private Equity
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Private Equity

Private Credit
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Private Credit

Real Assets
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Real Assets

Hedge Funds
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Hedge Funds

Structured Investments
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Structured Investments

Annuities
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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 Dashboard

Interactive & comprehensive performance reporting. Provides intuitive & consistent visual representations across all products.

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Document Center

Centralized & consolidated document repository for investments. Client view available.

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Data Management

Fund Master

Single source security master for alternative investments. Eliminates operational inefficiencies and inherent risk in disaggregated information.

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Data and Reporting Services

Consolidated reporting across all asset classes regardless of custody, alts data management, and private investment desk including transaction management.

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Who We Serve

Institutional Investors

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Go To Institutional Investors

Families and Family Offices

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Asset Managers

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To Learn More About Wealth Management Solutions

Featured Articles

Interpreting the Impact: SEC’s No-Action Letter and Accreditation Verification
Practice Management

Interpreting the Impact: SEC’s No-Action Letter and Accreditation Verification

March 31, 2025
On March 12, 2025, the U.S. Securities and Exchange Commission (SEC) issued a no-action letter to Latham & Watkins LLP, providing interpretive guidance on verifying accredited investor status under Rule…
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Practice Management

Beyond 60/40 Video: Episode 36

Commercial Real Estate, Real Estate Debt, and Model Portfolios
March 13, 2025
Beyond 60/40 Video: Episode 36 On the latest Beyond 60/40, Anastasia Amoroso, iCapital Chief Investment Strategist, dives deep into the evolving commercial real estate market, discussing its turnaround and value-add…
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Practice Management

Beyond 60/40

MARCH 2025
March 5, 2025
WELCOME TO OUR MONTHLY NEWSLETTER. 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  The source for navigating the world of alternative investments Opportunities Within the Commercial Real Estate Cycle Real estate is starting to show positive returns,…

1. Testimonial may not be representative of the experience of other customers. Testimonial is not a guarantee of future performance or success.
2. Testimonial AUM numbers as of 07/31/24.

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.