Case Study: AlphaCore Wealth Advisory enhances portfolio construction and client engagement with iCapital Architect

AlphaCore Wealth Advisory uses iCapital Architect to analyze $10K growth scenarios and stress test portfolios

AlphaCore Wealth Advisory, a registered investment advisor (RIA), sought to deliver sophisticated, personalized investment strategies by seamlessly blending traditional assets with alternative investments for their clients. To achieve this, they turned to iCapital and implemented its award-winning portfolio construction tool, iCapital Architect.

By leveraging iCapital Architect's advanced analytics, including historical stress testing and risk factor analysis, AlphaCore enhanced its fund selection and portfolio construction processes. The solution from iCapital transformed client conversations with compelling visuals, improved comprehension of complex strategies, and streamlined internal operations for consistency. This empowered AlphaCore's advisors to build outcome-driven portfolios, effectively setting a benchmark for other RIAs.

AlphaCore Wealth Advisory