iCapital B2B Case Studies & Customer Successes

iCapital powers the world’s alternative investment marketplace, offering a complete suite of tools, end-to-end enterprise solutions, data management and distribution capabilities, and an innovative operating system. iCapital is the trusted technology partner to financial advisors, wealth managers, asset managers, as well as other participants in this ecosystem, and offers unrivaled access, technology, and education to incorporate alternative assets, structured investments (SI), and annuities into the core portfolio strategies for their clients.

Case Studies

Showing 4 iCapital Customer Success Stories

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How an RIA Leverages iCapital Architect to Enhance Portfolios

AlphaCore Wealth Advisory logo

Alumni Ventures Cuts Onboarding Time by 66% Using iCapital’s Automation

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How Cash Flow Portal Streamlined Investor Onboarding with iCapital

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Mainshares Enhances Investor Experience with iCapital Integration

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