Press Releases

Press Releases
Dynasty Financial Partners Launches Alternative Asset Platform: Dynasty Select

January 12, 2016

NEW YORK — (BUSINESS WIRE) — Dynasty Financial Partners, the industry-leading platform of integrated wealth management services and technology for independent advisors, is pleased to announce a partnership with iCapital Network and the launch of the Dynasty Select platform of alternative asset managers.

Dynasty will now offer access to private equity funds, hedge funds and direct investments together with institutional-quality research and diligence, leveraging iCapital’s state-of-the-art technology to provide end-to-end automated transactional support for financial advisors and their clients.

Dynasty Select also provides for turn-key processing and administrative solutions for the RIAs and dually-registered advisors who have curated their own roster of alternative managers.

Key features of the platform, which will be accessible through the Dynasty Desktop, include:

  • Private LP Investments – access to top private equity, hedge, credit, real estate and venture capital Limited Partnership funds with investment minimums as low as $100,000, as well as an evolving menu of direct investment opportunities;

  • Institutional-Quality Research – recommended target funds, diligence reports, fund presentations, and benchmarking tools and data;

  • HD Video Feeds – hear directly from GPs about their strategies, track records, deal sourcing, competitive landscape and case studies;

  • Streamlined Execution – seamless process allows advisors to reserve client commitments, generate pre-filled subscription documents, collect electronic signatures and manage capital calls;

  • User-Friendly Reporting – easy-to-understand reports clearly indicate capital called, amount remaining to be called and value of investments; and

  • Custom Solutions – dedicated feeder funds allow RIAs to aggregate their client commitments into a single position with administrative and investor relations support for the life of the investment.

“Our Network has attracted larger and larger RIAs and breakaway teams and Limited Partnerships in hedge funds and private equity increasingly form a core part of their asset allocation. To serve these advisors and their clients, Dynasty has built a state-of-the-art alternatives platform that includes access, education, diligence and efficient subscription processing and reporting,” said Todd Thomson, Dynasty Financial Partners’ Chairman and Investment Committee Chair. “Dynasty Select provides those advisors who utilize alternative investments access to carefully selected managers that sophisticated advisors and their clients demand. We can now provide advisors with a deep level of analysis and diligence and unparalleled technology to create a vastly improved client experience.”

“We are excited about our partnership with iCapital Network, a firm that, like Dynasty, is innovating rapidly,” said Michael Moriarty, Head of Dynasty's Investment Platform. “Their technology is state-of-the-art and extremely intuitive to use for advisors and end clients. In addition, they have built out an impressive private equity research team and provide unprecedented access to top quartile fund managers. Atrato, a leading specialist in customized alternative investment research, will be providing hedge fund due diligence. The Dynasty Select list of hedge funds will include flagship names in the hedge fund space as well as some under the radar firms that we think are differentiated. ”

Added Lawrence Calcano, Managing Partner of iCapital Network, “We are thrilled to be partnering with Dynasty, one of the leading integrated service providers for the industry's top RIAs. Dynasty Select offers advisors in the Dynasty Network the access and integrated research and technology, either directly or through feeder funds, creating a truly differentiated alternative investments experience."

About iCapital Network

iCapital Network provides a financial technology platform that bridges HNW investment capital with private investment opportunities. The comprehensive investment platform provides qualified investors, advisors and family offices with powerful research tools, comprehensive diligence support and access to a curated selection of private equity funds and hedge funds. Additionally, the platform streamlines and automates administrative and reporting requirements such as fund commitments, capital calls, distributions, tax reporting and fund statements. Visit for more information.

About Dynasty Financial Partners

Dynasty Financial Partners is the premiere integrated platform for the wealth management industry’s top advisors. Dynasty develops, sources and integrates wealth management capabilities, solutions and technology into its open-architecture platform to help independent advisors protect and grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise”, and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients. For more information, please visit and follow us on Twitter @DynastyFP.

Dynasty Financial Partners
Sally Cates, 212-373-1000