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.
Proactively market your funds to advisors and high-net-worth investors and provide service for the life of the investment.
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.
Seamless integration with administrator, transfer agent, or custodian
One-click access to every client document to view and share
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
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.