Bring meaningful and differentiated insights to the investment conversation with iCapital Portfolio Intelligence – a cloud-based, analytics solution powered by machine learning to uncover risks for multi-asset portfolios, including alternatives
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.
Deepen your client relationships
Enhance your value proposition and build a competitive edge with iCapital Portfolio Intelligence.