One risk lens for all holdings. Many powerful use cases.
Sophisticated analytics are not just for traditional investments and institutions anymore. With a client-friendly interface, Portfolio Intelligence supports both traditional and alternative investments so you can expand your universe of investment opportunities and build robust portfolios.

Take the guess work out of the investment decision.
Build a holistic risk picture with comprehensive factor analytics to visually deconstruct key risk drivers. Compare scenarios, simulate performance, and build forward-looking portfolios.

• Build better portfolios
  Evaluate 300K+ opportunities, including liquid assets and alternative investments.
• Understand risk factors
  Explore different factor exposures, evaluate key return drivers, and simulate insightful scenario outcomes.
• Evaluate your options
  Benchmark and compare assets and portfolios, and generate client presentations.

Deepen your client relationships
Enhance your value proposition and build a competitive edge with iCapital Portfolio Intelligence.

• Deliver better outcomes
  Uncover a broader range of opportunities for return enhancement and diversification.
• Raise the bar on expertise
  Deliver risk exposures that align with your clients’ objectives, and establish an institutionalized and defensible investment approach.
• Bring clarity to the discussion
  Generate visual reports and proposals that guide your clients through the decision-making process.