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.
Who we serve
Easily accessible asset class education and investment product training with CE certification and mandated compliance documentation.
Institutional quality investment and operational due diligence – from product sourcing and diligence to education and guidance on portfolio construction.
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.
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.
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.
Interactive & comprehensive performance reporting. Provides intuitive & consistent visual representations across all products.
Centralized & consolidated document repository for investments. Client view available.
Single source security master for alternative investments. Eliminates operational inefficiencies and inherent risk in disaggregated information.
Consolidated reporting across all asset classes regardless of custody, alts data management, and private investment desk including transaction management.
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
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
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.
