Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite

Intuitive portfolio construction tool on iCapital Marketplace empowers advisors to seamlessly incorporate alternative and structured investments into traditional public market portfolios.

NEW YORK — (BUSINESS WIRE) — February 14, 2024 — iCapital, the global fintech platform driving the world's alternative investment marketplace for the wealth management industry, today announces its groundbreaking portfolio construction tool, Architect, is available on iCapital Marketplace. With the launch, more than 350,000 US financial advisors can access Architect – which combines a user-friendly interface with sophisticated analytics – to evaluate alternatives and structured investments alongside traditional assets and seamlessly design portfolios that align with their clients’ return objectives and risk profiles.

Architect’s advanced analytics and visualizations allow advisors to evaluate the impact of adding alternatives – such as private equity, private credit, hedge funds, private real estate funds – and structured investments, to an existing portfolio that includes traditional investments, including equity, fixed income, ETFs, and mutual funds. Advisors can also fold in custom assets and run them through Architect’s models, allowing advisors to evaluate non-traditional client assets. The new tool compares scenarios and simulates historical performance; identifies macroeconomic portfolio return drivers; and evaluates the projected portfolio against a client’s investment objectives.

“In building out the industry operating system for investing in private markets, we’ve been very thoughtful about how to give advisors an enhanced set of tools to supplement the ones they already have in the 60/40 world,” said Lawrence Calcano, Chairman and CEO of iCapital. “Architect is a real-time tool for advisors to explore allocations to alternatives, support diversification goals, and ultimately build holistic portfolios that offer enhanced return and income opportunities.”

Today’s launch on iCapital Marketplace follows a highly successful six-month beta phase with over 300 wealth managers, including more than 150 RIA firms. Additionally, iCapital announced the strategic relationship with Morningstar last month, and through this integration once completed, more than 170,000 advisors can subscribe to Architect through Morningstar Advisor Workstation^SM.

“Our goal is to make alternative assets available to all for whom the assets are suitable and appropriate because we believe that advisors and clients can benefit from exposure to these asset classes. But expanding access requires a comprehensive platform that optimizes the process with the right technology, and a richer set of portfolio analytics tools and data. Architect is an important part of that equation, and helps advisors analyze and explain how the inclusion of alternative strategies can diversify and strengthen client portfolios” Mr. Calcano added.

Advisors who took part in the beta phase said it helped elevate the investment experience and better align with client objects. Analysis allowed advisors to evaluate a potential asset allocation in terms of the opportunity for returns, liquidity, ability to protect from downside, the simplicity or complexity of the asset’s structure, along with a historical evaluation of asset performance.

For more information about iCapital Architect, visit https://architect.icapital.com.

About iCapital

iCapital¹ powers the world’s alternative investment marketplace offering a complete suite of tools, end-to-end enterprise solutions, and an innovative operating system. iCapital is the trusted technology partner to independent financial advisors, wealth managers, and asset managers, offering unrivaled access, technology, and education to incorporate alternative assets into the core portfolio strategies for their clients.

At the forefront of the digital transformation in alternative investing, iCapital's secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $176² billion in global platform assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.

iCapital employs more than 1200 people globally, and has 13 offices worldwide including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance including Forbes Fintech 50 for 2018, 2019, 2020, 2021, 2022, 2023, and 2024 and MMI/Barron’s Industry Awards as Solutions Provider of the Year for 2020, 2021, 2022, and 2023.

For more information, visit https://icapital.com | Twitter (X): @icapitalnetwork |
LinkedIn: https://www.linkedin.com/company/icapital-network-inc/

The material herein has been provided to you for informational purposes only by iCapital, Inc. ("iCapital"). This material is the property of iCapital and may not be shared without the written permission of iCapital. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of iCapital.

This material is provided for informational purposes only and is not intended as, and may not be relied on in any manner as, legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security. You should consult your personal accounting, tax and legal advisors to understand the implications of any investment specific to your personal financial situation. This material does not intend to address the financial objectives, situation or specific needs of any individual investor. Alternative investments are complex, speculative investment vehicles and are not suitable for all investors.

The information contained herein is an opinion only, as of the date indicated, and should not be relied upon as the only important information available. Any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets is not necessarily indicative of the future or likely performance. The information contained herein is subject to change, incomplete, and may include information and/or data obtained from third party sources that iCapital believes, but does not guarantee, to be accurate. iCapital considers this third-party data reliable, but does not represent that it is accurate, complete and/or up to date, and it should not be relied on as such. iCapital makes no representation as to the accuracy or completeness of this material and accepts no liability for losses arising from the use of the material presented. No representation or warranty is made by iCapital as to the reasonableness or completeness of such forward-looking statements or to any other financial information contained herein.

Securities products and services are offered by iCapital Markets, an SEC-registered broker-dealer, member FINRA and SIPC, and an affiliate of iCapital, Inc. and Institutional Capital Network, Inc. These registrations and memberships in no way imply that the SEC, FINRA, or SIPC have endorsed any of the entities, products, or services discussed herein. Annuities and insurance services are provided by iCapital Annuities and Insurance Services LLC, an affiliate of iCapital, Inc. "iCapital" and "iCapital Network" are registered trademarks of Institutional Capital Network, Inc. Additional information is available upon request.

You should review the disclosures and methodologies available on iCapital Architect including the terms of use and privacy policy.

© 2024 Institutional Capital Network, Inc. All Rights Reserved.

¹ iCapital, Inc. together with its affiliates, "iCapital"
² As of December 31, 2023

View source version on businesswire.com: https://www.businesswire.com/news/home/20240214995288/en/

iCapital:
Media Relations
+1 919 602 2806
icapital@neibartgroup.com