iCapital Platforms

• Access Alts on Marketplace open_in_newThe flagship iCapital platform connecting wealth managers and asset managers.
• Access SI & Annuities A dedicated platform to access education and investment opportunities.

• Custom Platform SolutionWhite label solution to meet specific needs and objectives.

Technology Solutions

• Investment ReportingElevating the standard in performance reporting for alternative investments.
• Architect A portfolio construction tool showing the impact of alternatives and structured investments.
• iCapital Insight A leader in alternative investment research, education and compliance documentation.
• Identity Solutions The leader in end-to-end reusable financial identity.

• Document CenterExperience the future of document management today.
• Custom Platform SolutionBespoke alternative investments to meet specific needs and objectives.
• DLTAn API-first distributed ledger technology platform.
• Data and Reporting ServicesComprehensive asset reporting and data management services.
  • Alternative Data ManagementData processing and reporting for hard-to-track offline alternative investments.
  • Consolidated Reporting ServicesInvestment data and reporting services across all client asset classes, regardless of custody.

Learn

• Investment ResearchA deep knowledge base of experts with wide-ranging industry commentaries.
• Alternatives DecodedExplore private market trends and data in an interactive chartbook.
• Practice ManagementResources and insights to help advisors grow, manage, and optimize their practices.

• Videos open_in_newWatch industry leaders as they share insights on strategies and events.
• Education Resources to help investors, advisors, and institutions learn about alternative investments.

Investment Solutions

• Private MarketsiCapital offers a curated menu of private marketinvestment strategies to eligible investors.
• Hedge FundsAccess to single and multi-strategy hedge funds investing in multiple asset classes.
• Defined Outcome SolutionsBuild investments with pre-defined return and risk profiles across a range of objectives.
  • Structured InvestmentsCustomized profiles with diverse offerings, managed from inception to maturity
  • Separately Managed AccountsProfessionally managed accounts offering comprehensive benefits
  • m+ fundsDefined outcome ETFs with downside protection, enhanced upside, and daily liquidity

• iDirect open_in_newGain exclusive access to private market investment opportunities.
• AnnuitiesThe benefits and considerations of investing in annuities.
• Research & Due DiligenceOpportunities supported by institutional-grade investment and operational due diligence.
• Model PortfoliosA modern solution, providing streamlined and user-friendly access to alternative investments.
• Retirement Solutions

Company

• About iCapital
• Who We Serve
  • Asset ManagersReach more investors and streamline fund delivery and management.
  • Families and Family OfficesComprehensive solutions designed to meet the needs of wealthy families.
  • Institutional InvestorsComprehensive solutions for OCIOs, endowments, foundations, pensions, and sovereign wealth.
  • Wealth ManagersTechnology-enabled solutions for private market investments.
  • Integration PartnersIntegrated platforms streamline advisor workflows and expand access to alternatives.
• Client Spotlights

• NewsroomRead our latest industry coverage and announcements.
• EventsLearning, networking, and professional growth opportunities worldwide.
• AmbassadorsAthletes excelling in their sports, inspiring and connecting with our community.
• GlobalGlobal reach with local expertise.
• CareersJoin the iCapital Team.
• Contact UsConnect with an expert.