Everything wealth managers need to invest in alternative investments, at their fingertips
![MicrosoftTeams-image (35)](https://marketplace.icapital.com/hs-fs/hubfs/iCapital_NB/Marketplace/Media/MicrosoftTeams-image%20(35).png?width=2000&name=MicrosoftTeams-image%20(35).png)
Alternative Asset Managers, Issuers & Insurance Carriers
Integrated Platform and Service Partners
Financial Professional Users1
Global Platform Assets2
($27B International Platform Assets)
1 Unique financial professionals who have visited an iCapital platform in the past 12 months ending May 31, 2024 2 As of May 31, 2024
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.
![Investments copy](https://marketplace.icapital.com/hs-fs/hubfs/iCapital_NB/Marketplace/Media/Investments%20copy.png?width=1875&height=1950&name=Investments%20copy.png)
![electronic subscription documents](https://marketplace.icapital.com/hs-fs/hubfs/iCapital_NB/Marketplace/Media/electronic%20subscription%20documents.png?width=466&height=509&name=electronic%20subscription%20documents.png)
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.
![Detailed client profile in the iCapital Marketplace](https://marketplace.icapital.com/hs-fs/hubfs/iCapital_NB/Marketplace/Media/MicrosoftTeams-image%20(12)_Edit.png?width=1875&height=1950&name=MicrosoftTeams-image%20(12)_Edit.png)
![MicrosoftTeams-image (14)_Edit](https://marketplace.icapital.com/hs-fs/hubfs/iCapital_NB/Marketplace/Media/MicrosoftTeams-image%20(14)_Edit.png?width=1875&height=1950&name=MicrosoftTeams-image%20(14)_Edit.png)
![MicrosoftTeams-image (33)](https://marketplace.icapital.com/hs-fs/hubfs/iCapital_NB/Marketplace/Media/MicrosoftTeams-image%20(33).png?width=1875&height=1950&name=MicrosoftTeams-image%20(33).png)
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.
![John Smith copy](https://marketplace.icapital.com/hs-fs/hubfs/iCapital_NB/Marketplace/Media/John%20Smith%20copy.png?width=1875&height=1950&name=John%20Smith%20copy.png)
![Intergrated partners 1](https://marketplace.icapital.com/hs-fs/hubfs/iCapital_NB/Marketplace/Media/Intergrated%20partners%201.png?width=533&height=532&name=Intergrated%20partners%201.png)
![quarterly-funds](https://marketplace.icapital.com/hs-fs/hubfs/iCapital_NB/Marketplace/Media/quarterly-funds.png?width=1240&height=1000&name=quarterly-funds.png)
A wide range of opportunities across the investment strategy spectrum
![Explore_the_Alternative_V3](https://marketplace.icapital.com/hs-fs/hubfs/iCapital_NB/Marketplace/Media/Explore_the_Alternative_V3.png?width=2000&name=Explore_the_Alternative_V3.png)
![Mobile Pie-02](https://marketplace.icapital.com/hs-fs/hubfs/Mobile%20Pie-02.jpg?height=2000&name=Mobile%20Pie-02.jpg)
We work with your preferred partners, too
35+ industry-leading firms are part of iCapital’s vibrant marketplace.
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