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iCapital

Read 7 iCapital reviews and testimonials from customers, explore 4 case studies and customer success stories, and watch 1 customer videos to see why companies chose iCapital as their Master Data Management Software

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.

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Customer Rating Review Score based on 224 reference ratings
4.8/5.0 (224)

7Testimonials

  • “We evaluated other options [iCapital’s] UI was the most modern and the embedded workflow and API was more robust. A Slack channel created was a good sign we were in …

    Perry Zheng Founder & CEO

  • “Architect is central to our model portfolio construction process,” Lee notes, “Leveraging Architect, we are able to monitor and implement specific alternative funds into our model portfolios, balancing risk and …

    Johann Lee Director of Research

  • “It’s as fool-proof as you can get. iCapital has done an incredible job of taking something that feels super overwhelming and very complicated and breaking it down into more, achievable …

    Hilary Ncala VP of Investor Relations
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4 Case Studies

  • How Cash Flow Portal Streamlined Investor Onboarding with iCapital

    Perry Zheng Founder & CEO

  • Mainshares Enhances Investor Experience with iCapital Integration

    William Fry Founder & CEO

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

    Hilary Ncala VP of Investor Relations
3 more case studies currently locked

1 Customer Videos

  • An Inside Look at How an RIA Leverages iCapital Architect to Enhance Portfolios
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    Eric Gerster Chief Information Officer
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Additional iCapital Information & Resources

Read iCapital Reviews, Testimonials & Customer References from 7 real iCapital customers.

Browse iCapital Case Studies, Customer Success Stories, & Customer References from 4 businesses that use iCapital.

Watch iCapital Customer Videos to learn why 1 businesses chose iCapital.

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