Turnkey Solution for Advisors and Wealth Management Firms

Award-winning, seamless, end-to-end solution for the offering and management of alternative investments. Provide a professionally curated menu of quality funds to your investors in a turnkey solution.

Learn about iCapital’s fund sourcing and due diligence here.

Source and due diligence alternative funds on your own? iCapital’s dedicated access vehicles and tech-enabled workflows can help grow your business.

Provide quality funds, simplify operational processes and improve the investor experience

Access | Education | Support

ACCESS TO A QUALITY
SELECTION OF FUNDS

• Curated menu of private equity, private credit, real estate, and hedge funds from quality alternative investment managers

• Extensive, expert research and due diligence provides initial and ongoing evaluation of fund offerings and performance

INDUSTRY LEADING ADVISOR
AND INVESTOR EXPERIENCE

• Seamless user experience with intuitive and consistent workflows

• On-call Investor Relations support for client onboarding and ongoing service

• Full complement of investment services including capital calls, distributions and the management of reporting (PCAPs, K1s, monthly and quarterly updates, etc.)

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

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

EDUCATION AND
SUPPORT

• Educational resources on the fundamentals and finer points of alternative investing

• Insightful narrative on market trends and emerging opportunities

• Product specialists provide insight and analysis

• Comprehensive materials on all fund offerings

• CAIA program to support advisors’ ongoing education

Benefits

QUALITY FUNDS

With investment minimums as low as $25K

PAPERLESS QUALIFICATION and SUBSCRIPTION PROCESSING

AUTOMATED ALERTS

To keep you up to date with every aspect of the subscription and investment process

DUE DILIGENCE and COMPREHENSIVE PERFORMANCE REPORTING

DOCUMENT REPOSITORY

One-click access to every document

EASY REDEMPTIONS and TRANSFERS

ADMINISTRATOR and CUSTODIAN INTEGRATION

COMPLIANCE and TAX REPORTING

iCapital’s Flagship Platform helps grow your business by providing access to a menu of expertly curated investment products and end-to-end automation of the investment origination and management process. Come grow with us.

 

REQUEST A DEMO

Distribution Partners

Over 1,300 RIAs, and more than 300 Family Offices and Wealth Management Firms have chosen iCapital as their partner to offer alternative investments via our Flagship Platform.