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
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.
