iCapital has introduced a new tool called iCapital Architect, which is designed to assist financial advisors in constructing client portfolios that incorporate alternative investments and structured products. This tool offers a user-friendly interface combined with advanced analytics, enabling advisors to evaluate alternatives and structured investments alongside traditional assets. Advisors can use it to design portfolios tailored to their clients’ return objectives and risk profiles. Key features of iCapital Architect include the ability to assess historical performance and run institutional-quality risk factor analyses, which are essential for making well-informed investment recommendations.
Lawrence Calcano, Chairman and CEO of iCapital, highlighted the demand for more comprehensive tools to assess the inclusion of alternatives and structured investments in client portfolios. These asset classes have often been challenging to incorporate effectively into portfolio construction offerings, and Architect aims to address this need.
The tool’s release coincides with the increasing demand for outcome-oriented portfolios that encompass alternative, structured, and traditional investments. iCapital’s commitment to innovation and supporting the wealth management community is emphasized through this release.
One of the tool’s users, Dick Pfister, CEO of AlphaCore, a wealth advisor in La Jolla, CA, praised Architect for its ability to analyze and explain how alternative strategies can enhance client portfolios. It allows advisors to visualize potential returns and stress test the risk-reward characteristics of adding unique alternative assets, making it a significant differentiator in the industry.
iCapital, founded in 2013, is a prominent global fintech company that facilitates access to private markets investments for high-net-worth clients in the wealth management, banking, and asset management sectors. They offer technology solutions, educational resources, diligence, compliance, and portfolio analytics capabilities, making it easier for organizations to access alternative investments. Their platforms provide access to a wide range of private investments, including equity, credit, real estate, infrastructure, hedge funds, structured investments, annuities, and risk-managed solutions.
About iCapital
As of June 30, 2023, iCapital serves more than $162 billion in global client assets, with nearly $29 billion from international investors across more than 1,300 funds. They have a global presence, with offices in various locations, including New York City, Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto. The company has been recognized for its contributions to the fintech industry and its innovation in facilitating access to alternative investments for clients.