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.
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
• 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
With investment minimums as low as $25K
PAPERLESS QUALIFICATION and SUBSCRIPTION PROCESSING
To keep you up to date with every aspect of the subscription and investment process
DUE DILIGENCE and COMPREHENSIVE PERFORMANCE REPORTING
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.
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.