iCapital is a financial technology (fintech) platform that streamlines access to alternative investments such as private equity, private credit, hedge funds, and real estate. The platform is designed for wealth advisors, asset managers, banks, and high-net-worth investors, offering intuitive, end-to-end digital workflows for sourcing, transacting, and managing alternative assets. iCapital’s technology automates operational processes, reduces investment minimums, and provides robust research, due diligence, compliance, and portfolio analytics tools. The platform also supports fund managers in reaching new sources of capital and scaling their operational infrastructure. iCapital is recognized for transforming the alternative investment marketplace and is used globally by leading financial institutions.

Key Features

Alternative Investment Marketplace Centralized access to a curated menu of private equity, private credit, hedge funds, and real estate funds.

• Broad selection of alternative investment products
• Lower investment minimums for qualified investors

End-to-End Digital Workflow Automates and simplifies the investment process for advisors and clients.

• Digital onboarding, subscription, and reporting
• Streamlined compliance and documentation

Portfolio Management and Analytics Provides tools for monitoring and analyzing alternative investment portfolios.

• Performance tracking and risk analysis
• Customizable reporting and portfolio insights

Research and Due Diligence Offers in-depth analysis and educational resources for advisors and investors.

• Fund research and diligence reports
• Advisor education and training modules

Operational Infrastructure for Fund Managers Enables asset managers and banks to scale and streamline their private investment offerings.

• Automated back-office processes
• Integration with existing financial systems

Benefits

Expanded Access to Alternatives Enables a wider range of investors to participate in private markets.

• Lower minimums and simplified access
• Curated fund selection

Operational Efficiency Reduces manual processes and administrative burden for advisors and managers.

• Automated workflows and digital documentation
• Scalable infrastructure for growing firms

Enhanced Transparency and Compliance Improves oversight and regulatory adherence.

• Comprehensive reporting and audit trails
• Built-in compliance checks

Improved Client Experience Delivers a seamless, digital-first investment journey.

• Intuitive user interface
• Real-time portfolio updates and support