Advancements to iCapital Architect support a streamlined portfolio-design process for financial advisors and their clients.

Apollo Allocation Pro powered by iCapital Architect launches on Apollo.com.

iCapital^® Unveils Enhanced Portfolio Construction Solutions to Simplify Alternative Investment Integration for Global Wealth Investors

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iCapital¹, the global fintech platform driving the world's alternative investment marketplace for the wealth and asset management industries, announced a series of new enhancements to its award-winning² portfolio construction tool, iCapital Architect. The new toolkit arms financial advisors with robust education and cutting-edge analytics and also provides the iCapital Architect technology as a scalable, customizable infrastructure for alternative asset managers to reach and serve the private wealth investor audience.

Key features of the enhanced portfolio construction experience include:

• A new white label capability for asset and wealth managers to offer Architect as an education product to their audiences. iCapital, together with Apollo, a high-growth, global alternative asset manager with $733 billion assets under management³, launched Apollo Allocation Pro, a customized version of iCapital Architect now accessible on Apollo.com.
• Portfolio Allocator, a smart feature that can help advisors construct portfolios based on a client’s unique objectives and constraints.
• A proposal tool to support more seamless sharing of portfolio proposals between advisors and their clients, which can improve client conversations and differentiate an advisor’s practice.
• The complete integration with iCapital’s Multi-Investment Workflow tool, which intuitively streamlines the alternatives investment experience by enabling numerous investments to be processed simultaneously.

First launched in February 2024 for iCapital platform clients, Architect is the innovative portfolio construction tool that helps advisors evaluate alternative investments and structured investments alongside traditional assets and design portfolios that align with clients’ return objectives and risk profiles.

Apollo Allocation Pro, powered by iCapital Architect, enables users to create and compare illustrative public and private index portfolio allocations interactively. The tool allows for evaluating historical risk/return metrics and running allocations through a range of past market events.

“Tools like Apollo Allocation Pro, powered by iCapital Architect, are critical to educating and empowering financial advisors as they seek greater diversification and excess return on behalf of their clients,” said Apollo’s Stephanie Drescher, Partner and Chief Client and Product Development Officer. “We are thrilled to be collaborating with iCapital on this innovative technology, which highlights our shared commitment to providing advisors with resources to integrate private market strategies into portfolios, enabling them to deliver tailored solutions that align with their clients’ financial goals.”

“Since launch, we’ve seen how powerful iCapital Architect is for advisors on our platform, regardless of where they are in the lifecycle of adopting alternative investments into client portfolios,” said Lawrence Calcano, Chairman and CEO of iCapital. “These enhancements, including the very exciting collaboration with Apollo, are the next natural step in our mission to continuously educate the wealth management community as it embraces alternative investments. We are dedicated to working with our asset and wealth manager clients in the ways that work best for them and to continue to innovate to meet their needs.”

For more information about iCapital Architect, visit https://icapital.com/architect/.

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, structured investments, and annuities 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 $214 billion+⁴ 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 1,695 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, and Forbes Fintech 50 for seven consecutive years since 2018.

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

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), Institutional CN (Europe) – Empresa de Investimento, S.A. (registered with CMVM), iCapital Hong Kong Limited (licensed by SFC) and iCapital SG Pte. Ltd (licensed by MAS), all affiliates of iCapital. Registrations and memberships in no way imply that FINRA, SIPC, CMVM, SFC or MAS have endorsed any of the entities, products or services discussed herein. Financial products made available by iCapital Markets LLC, Institutional CN (Europe) – Empresa de Investimento, S.A., iCapital Hong Kong Limited and iCapital SG Pte. Ltd. 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.© 2025 Institutional Capital Network, Inc. All Rights Reserved

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¹ iCapital, Inc., and its affiliates (together, “iCapital”)
² Awards, rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he or she will experience a certain level of results if iCapital is engaged, nor should it be construed as a current or past endorsement of iCapital by any of its clients. Please see: https://icapital.com/awards-disclaimer/
³ As of September 30, 2024
⁴ As of December 31, 2024

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