Seamlessly integrate with the expanding ecosystem of fund distributors and servicers leveraging the iCapital solution – create a white label platform for alternative fund marketing and service


Your branded platform powered by

Market your 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


Your branded platform powered by

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

iCapital structures and services feeder funds to bring access and efficiency to the management of smaller scale investments

 

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Modernize your fundraising and client services

Marketing | Efficiency | Security

ACCESS AND EFFICIENCY IN A
QUALITY INVESTOR EXPERIENCE

• Feeder Funds structured and serviced to scale smaller investments

• Seamless advisor and client experience completely consistent with your brand

• Intuitive and consistent workflows across all fund structures

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

• Streamlined ability to execute capital calls and distributions, and produce and deliver reporting (PCAPs, K1s, monthly and quarterly updates, etc.)

COMPLETE TRANSPARENCY ALONG
THE FUND-RAISING CONTINUUM

• Up-to-the-minute visibility into the entire fundraising pipeline for managers – no spreadsheets required

• Automated alerts for key events to speed processing

• Data is easily integrated into existing firm tracking systems

• Aggregated sales reporting provides full transparency into advisor book building

• Electronic subscription process substantially reduces “Not in Good Order” (NIGO) status incidences

BEST-IN-CLASS
PRIVACY AND SECURITY

• Proprietary and permission-based system of configurable workflows

• Data exchange between all parties in the process chain (client, administrators, transfer agencies)

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

Grow and diversify your business

iCapital’s technology optimizes your client engagement: streamline investor onboarding, investor qualification, client servicing, and reporting to the high-net-worth advisor and investor market.

ACCESSIBILITY

Centralized and auditable control of fund offerings

SIMPLIFIED

Online subscriptions via fully automated, paperless e-processing

TRANSPARENCY

Complete visibility into every aspect of the fundraising process

INTEGRATION

With administrator, transfer agent, or custodian

CUSTOMIZABLE INTERFACE

Branded as your own

DOCUMENT REPOSITORY

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

TRANSACTION AUTOMATION

Online redemptions and transfers

SECURITY

HTTPS TLS v1.2 and fully encrypted PII

UP-TO-DATE SHAREHOLDER RECORDS

Configured for your client communication needs

World-class client relationships

Over 40 fund sponsors and wealth management firms have partnered with iCapital to market their funds and diversify their investor base through our white label technology solution.