Solution introduction

For Advisors and Wealth Management Firms

Award-winning, seamless, end-to-end solution for the offering and management of alternative investments. Provide a professionally curated menu of quality funds to your investors in a turnkey solution.

Our platform allows members to:

  • Access in-demand managers at low investment minimums
  • Research investment offerings with diligence materials and powerful research tools
  • Invest using our online portal for simple, streamlined subscriptions and reporting

For high net worth investors & advisors
Through iCapital Network wealthy investors and their advisors can: (1) get access to select managers who have previously worked almost entirely with institutional investors; (2) utilize a robust set of analytical tools and due diligence information to evaluate the investment merits of a given offering; and (3) invest online with as little as US$100,000 per fund, which is significantly below the typical industry minimum of US$5+ million.

For financial intermediaries
Wealth management firms, private banks and broker-dealers can leverage iCapital Network as an outsourced alternative investment platform for their advisors and portfolio managers. Our research and technology can provide value throughout the investment process – from sourcing, due diligence and education to subscriptions, administration and reporting – and we will tailor a solution that leverages our capabilities to meet the unique needs of your firm.

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