Everything wealth managers need to invest in alternative investments, at their fingertips
Asset Managers
Integrated Platform and Service Partners
Funds Supported
Global Platform Assets*
($29B International Platform Assets)
Learn from industry experts
iCapital is more than a platform. Our seasoned research and education team empowers you with the information and insights you need to invest in alternatives with confidence.
-
Comprehensive courses for all levels
Product and asset-class-level courses available, some offering CE credits. -
Due diligence reports
Due diligence reports from iCapital or other independent firms. -
Expert market analysis
Access to market insights and analysis from iCapital’s investment strategists and research analysts.
Build personalized portfolios
Your clients are unique – their portfolios should be too. iCapital Marketplace makes it easier to construct portfolios for your clients, based on their individual investment objectives and time horizon.
-
Access to Investment Opportunities
Access a broad menu of Private Markets Investments via one single agreement with iCapital. -
Customizable search filters
Advanced search and filter tools help you find investment strategies that fit the needs of your clients. -
Detailed fund profiles
Explore digital fund profiles, including a document data room and detailed track record.
Manage client investments easily
iCapital simplifies many of the complexities of investing in Private Markets, so you can focus on serving your clients. Our transparent workflow and real-time notifications help you stay on track throughout the investment lifecycle.
-
Detailed account profile
Stored and centralized client profiles streamline the investment process. -
Transparent client management views
Reduce administrative burdens and streamline post-investment activities. -
Real-time notifications and alerts
Work smarter with automated email notifications.
Optimize tracking and reporting
Client updates just got easier. Our interactive dashboard simplifies cash flow and performance tracking. We are compatible with many third-party reporting providers, so you can share reports with anyone who needs to see them.
-
Interactive investment dashboard
Your interactive reporting dashboard displays an aggregate view of cash flows and performance. -
Ecosystem of service provider integrations
Automatically connect with our many third-party service partners -
Quarterly fund commentary
Access performance summaries and manager commentaries in a single, centralized location.
A wide range of opportunities across the investment strategy spectrum
We work with your preferred partners, too
35+ industry-leading firms are part of iCapital’s vibrant marketplace.