We explore the role of a goals-based portfolio allocator, focusing on how new tools are revolutionizing alternative allocations with iCapital's Anthony Polemis, Head of Architect Business Development. He sits down with Anastasia Amoroso, iCapital's Chief Investment Strategist, and discusses how advisors can build, analyze, and communicate the right portfolio for their clients, ensuring optimal returns, diversification, liquidity, and risk management. Tune in to learn how to create client-friendly reports and streamline multi-investment workflows for RIAs.
Do you have questions about iCapital Architect? Email yourquestion@icapitalnetwork.com for us to answer on a future episode.
