The multi-investment workflow tool has been released by iCapital, the worldwide fintech platform powering the wealth management industry’s alternative investment marketplace.
This modern solution, which is accessible to over 100,000 wealth managers on iCapital Marketplace, simplifies the investing process by enabling financial advisers to handle several alternative investments in a single, cohesive workflow.
Multi-investing workflow is a component of iCapital’s attempt to streamline the entire investing process for advisers looking to add alternative investments to tailored client investment portfolios. Its main goals are efficiency and simplicity.
The capability includes unified trade orders across numerous investment products, intelligent automation, one-stop e-signature solutions, and consolidated client communications, all of which significantly simplify the complexity and multi-step process of investing in alternatives for the adviser and investor.
Additionally, the tool can be used in conjunction with iCapital Model Portfolios, to handle numerous subscriptions from a menu of funds on the iCapital Marketplace, or to add options to the portfolios of clients.
iCapital Model Portfolios enable advisers to conduct an analysis using iCapital’s portfolio creation tool, Architect, to quickly assess the impact of including alternative assets alongside standard portfolio holdings. They help with asset allocation within alternative investments and find established products that match such allocations.
The Model Portfolios suite, created utilising quantitative research by iCapital’s Research & Due diligence team, provides a comprehensive and flexible solution for financial advisers to incorporate these assets into their business.
Moreover, iCapital’s in-house team of 25 specialists provides institutional-quality investing and operational due diligence, as well as outcome-based models to assist advisers in meeting their clients’ growth, income, and portfolio diversification objectives.
Steve Houston, managing director and co-head of iCapital Solutions at iCapital stated: “On the heels of our first iCapital Model Portfolio launch, we continue to evolve our technology suite so financial advisers can unlock the true potential of alternative investments–enhancing diversification, mitigating risk, and optimizing returns–for client portfolios. This latest tool, Multi-Investment Workflow, transforms the investment experience by allowing financial advisers to invest in multiple alternative investments in one streamlined, integrated process.”
“As financial advisers and wealth management firms increasingly look to technology-driven solutions to achieve their clients’ long-term investment goals, we are committed to providing them with a distinctly elevated user experience. Multi-Investment Workflow is a complement and accelerant to the rise of alternative model portfolios. We are looking forward to launching more iCapital Model Portfolios before the end of the year.”
“iCapital introduces multi-investment workflow tool” was originally created and published by Private Banker International, a GlobalData owned brand.
The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site.
