YOUR BRAND, POWERED BY iCAPITAL

Streamline the complexities of selling and servicing alternative investments and scale your growth efficiently with iCapital’s end-to-end suite of digital Cloud solutions. From robust product and portfolio education to digital subscriptions to centralized document management, and more, we’re reimagining the alternative investment experience to help you unlock operational efficiencies and deliver seamless, more transparent experiences across the full investment lifecycle.

WEALTH MANAGERS | WIREHOUSES | PRIVATE BANKS
Offer your own funds, the iCapital menu of funds, or a unique combination of both to your high-net-worth investors and provide service for the life of the investment.

FUND MANAGERS
Proactively market your funds to advisors and high-net-worth investors and provide service for the life of the investment.

BENEFITS

Integrated and automated workflows to digitize your fundraising and servicing activities. iCapital structures and services feeder funds to bring access and efficiency to the management of smaller-scale investments.

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Centralized and auditable control of fund offerings

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Digital subscriptions and automated, paperless e-processing

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Intuitive dashboards with complete visibility into every aspect of the fundraising process

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Seamless integration with administrator, transfer agent, or custodian

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One-click access to every client document to view and share

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HTTPS TLS v1.2 and fully encrypted PII

ACCESS & EFFICIENCY

Simplified interactions across custodians, major fund administrators, and transfer agents

Streamlined ability to execute capital calls and distributions and produce and deliver reporting

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COMPLETE TRANSPARENCY

Real-time visibility into the entire fundraising pipeline for managers – with automated alerts for key events to speed processing

Aggregated sales reporting provides full transparency into advisor book building

PRIVACY & SECURITY

Proprietary and permission-based system of configurable workflows

Complete data encryption and host redundancies adhere to the highest industry standards

JOIN OVER 40 FUND SPONSORS AND WEALTH MANAGEMENT FIRMS

who are marketing their funds and diversifying their investor base through our custom technology solution.