Case Study: AlphaCore Wealth Advisory enhances personalized portfolio construction with iCapital Architect

How an RIA Leverages iCapital Architect to Enhance Portfolios

Alphacore Wealth Advisory, an independent RIA, sought a sophisticated method to seamlessly blend traditional and alternative investments into personalized client portfolios. To achieve this, they turned to iCapital and its award-winning portfolio construction tool, iCapital Architect, to gain the advanced analytics needed for data-driven investment strategies and fund selection.

By implementing iCapital Architect, the firm leveraged its growth simulations, historical stress testing, and risk factor analysis to construct outcome-driven model portfolios. The iCapital platform also equipped their advisors with compelling visualizations to enhance client conversations, helping clients understand complex strategies and building greater trust. This solution allowed AlphaCore to streamline its internal processes, ensure consistency across its advisory teams, and ultimately deliver more differentiated and personalized investment solutions.

AlphaCore Wealth Advisory

Eric Gerster

Chief Information Officer