Case Study: Fidelity drives transparency, efficiency, and growth with iCapital

Fidelity surpasses $25.8bn in alternative investment subscriptions with iCapital

The customer, Fidelity, sought to empower its wealth management clients with access to a broader suite of sophisticated investment vehicles, including alternative investments and structured products. To meet this challenge and enhance the tech-forward experience on its Wealthscape platform, Fidelity collaborated with vendor iCapital and its operating system.

iCapital implemented deep integrations to provide a comprehensive ecosystem for alternative investments and a turn-key system for structured investments within Fidelity's Bond Beacon. The solution delivered expanded investment capabilities, digital transaction execution, and straight-through-processing. As a result, iCapital helped drive significant growth, with structured investment volumes exceeding $7.9 billion and alternative investment subscriptions exceeding $25.8 billion across numerous funds since the integration.

Fidelity