Everything wealth managers need to invest in alternative investments, at their fingertips
Alternative Asset Managers, Issuers & Insurance Carriers
Integrated Platform and Service Partners
Financial Professional Users1
Global Platform Assets2
($28B 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.
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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 easy to find the right opportunities for your client, whether they’re saving for a child's college expenses or nearing retirement.
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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. -
Electronic subscription documents
Auto-populate subscription documents from digital investor profiles.
Manage client investments easily
iCapital simplifies the complexities of investing in alternatives so you can focus on taking care of your clients. Our transparent workflow and real-time notifications help you stay on track throughout the investment lifecycle.
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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 reporting just got easier. Our interactive dashboard makes cash flow and performance tracking a breeze. We’re compatible with many third-party reporting providers, so you can share reports with anyone who needs to see them.
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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.