at Financial Technnology Year
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iCapital Platform
from iCapital Network
End-to-end technology solution for accessing and managing investments in private equity, private credit, hedge funds, structured notes, annuities, and other alternative investments. Features include digital subscription document processing, investor reporting, workflow management, fund manager research, and analytics tools. Streamlines the traditionally complex and paper-heavy investment process for wealth advisors and high-net-worth clients.
Category:
Advisor Platforms
Integrated solutions that support wealth advisors in managing client relationships, investments, and business operations.
iCapital Platform
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
iCapital Platform
Publicly available data, summarised using AI.
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