iCapital® Launches Multi-Investment Workflow Tool to Simplify Portfolio Construction for Alternative Investments

Intuitive tool streamlines the alternatives investment experience by enabling numerous investments to be processed simultaneously in one place.

The latest offering integrates seamlessly with iCapital Model Portfolios.

iCapital^® Launches Multi-Investment Workflow Tool to Simplify Portfolio Construction for Alternative Investments

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iCapital¹, the global fintech platform driving the world's alternative investment marketplace for the wealth management industry, today announced the launch of iCapital’s Multi-Investment Workflow tool. Available to more than 100,000 wealth managers on iCapital Marketplace, this innovative tool streamlines the investing experience by allowing financial advisors to process multiple alternative investments in a single, unified workflow.

“On the heels of our first iCapital Model Portfolio launch, we continue to evolve our technology suite so financial advisors can unlock the true potential of alternative investments–enhancing diversification, mitigating risk, and optimizing returns–for client portfolios," said Steve Houston, Managing Director and Co-head of iCapital Solutions at iCapital. "This latest tool, Multi-Investment Workflow, transforms the investment experience by allowing financial advisors to invest in multiple alternative investments in one streamlined, integrated process.”

With efficiency and ease at its core, Multi-Investment Workflow is part of iCapital’s effort to simplify the end-to-end investment experience for advisors seeking to add alternative investments to bespoke client investment portfolios. The functionality, which notably reduces the complexity and multi-step process of investing in alternatives for the advisor and investor, includes unified trade orders across multiple investment products, intelligent automation, one-stop e-signature solutions, and consolidated client communications. The tool can be leveraged with iCapital Model Portfolios, when processing multiple subscriptions from a menu of funds on iCapital Marketplace, or when adding alternatives to clients’ portfolios.

“As financial advisors and wealth management firms increasingly look to technology-driven solutions to achieve their clients’ long-term investment goals, we are committed to providing them with a distinctly elevated user experience. Multi-Investment Workflow is a complement and accelerant to the rise of alternative model portfolios. We are looking forward to launching more iCapital Model Portfolios before the end of the year,” Mr. Houston continued.

iCapital Model Portfolios allow advisors to run an analysis via iCapital’s portfolio construction tool, Architect, to easily evaluate the impact of incorporating alternative investments alongside traditional portfolio holdings. They assist with asset allocation within alternative investments and identify established products that fit those allocations. Developed using quantitative analysis by iCapital’s Research & Due diligence team, the Model Portfolios suite offers a comprehensive and flexible way for financial advisors to include these investments in their practice.

iCapital’s in-house Research & Due Diligence team of more than 25 professionals provides institutional-quality investment and operational due diligence across a range of funds. Using their analysis, the team designs and curates outcome-based models aimed at helping advisors achieve their clients’ investment goals of growth, income, and portfolio diversification.

Today’s unveiling is part of iCapital’s ongoing commitment to innovation as the single source partner and the premier enterprise technology provider for alternative investments. The news follows a series of recent initiatives that includes iCapital Marketplace, Architect, Model Portfolios, and DLT, along with the company’s acquisition of Mirador and the announcement of more than $200B in global assets on platform.

About iCapital
iCapital powers the world’s alternative investment marketplace, offering a complete suite of tools, end-to-end enterprise solutions, data management and distribution capabilities, and an innovative operating system. iCapital is the trusted technology partner to financial advisors, wealth managers, asset managers, as well as other participants in this ecosystem, and offers unrivaled access, technology, and education to incorporate alternative assets into the core portfolio strategies for their clients.

At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $200 billion+² in global platform assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.

iCapital employs more than 1,675 people globally and has 17 offices worldwide, including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance including CNBC World Top Fintech Companies for 2024, Forbes Fintech 50 for 2018, 2019, 2020, 2021, 2022, 2023, and 2024 and MMI/Barron’s Industry Awards as Solutions Provider of the Year for 2020, 2021, 2022, and 2023.

For more information, visit icapital.com | X (Twitter): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc/

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This material has been provided to you for informational purposes only by iCapital, Inc. and/or one of its affiliates including Institutional Capital Network, Inc. (collectively, “iCapital”). This material is the property of iCapital and may not be shared without its written permission. No part of this material may be reproduced in any form or referred to in any other publication without express written permission of iCapital. This is not intended as, and may not be relied on in any manner as, legal, tax or investment advice, a recommendation to employ a specific investment strategy, or as an offer to sell, a solicitation of an offer to purchase, or a recommendation of any interest in any fund or security. Security products and services are offered through iCapital Markets LLC, a registered broker/dealer, member FINRA and SIPC. Financial products made available by iCapital Markets LLC may be complex and/or speculative and are not suitable for all investors. iCapital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and acts as an adviser to certain privately offered investment funds. “iCapital” and “iCapital Network” are registered trademarks of Institutional Capital Network, Inc.

¹ iCapital, Inc., and its affiliates (together, “iCapital”)

² As of September 30, 2024