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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 251 reference ratings
4.8/5.0 (251)

7Testimonials

  • “KYC and AML is normally the last thing investors and issuers want to think about. [iCapital] does about as good a job as you can do in making it an …

    William Fry Founder & CEO

  • “By allowing advisors to dynamically model scenarios and visually represent complex investment concepts, Architect has the capability to significantly improve client comprehension and trust, empowering clients to make informed, confident …

    Eric Gerster Chief Information Officer

  • “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
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4 Case Studies

  • How an RIA Leverages iCapital Architect to Enhance Portfolios

    Eric Gerster Chief Information Officer

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

    Hilary Ncala VP of Investor Relations

  • How Cash Flow Portal Streamlined Investor Onboarding with iCapital

    Perry Zheng Founder & CEO
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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.

FeaturedCustomers has 1,924,476+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.