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iCapital Case Studies

  • Mainshares Enhances Investor Experience with iCapital Integration

  • Mainshares streamlines investor onboarding in under an hour with iCapital

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  • BridgeFT
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    Customer References 8 total
    About

    BridgeFT is a leading provider of WealthTech API solutions for FinTechs, RIAs, TAMPs, and Financial Institutions. They offer integrated advisor platforms, open APIs, and automated SaaS solutions to streamline operations, …

  • Seccl
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    4.8 / 5.0
    Customer References 23 total
    About

    Seccl is the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well. The sector is being held back by old tech, dismal processes and misaligned …

  • Vanilla
    Reference Rating
    4.8 / 5.0
    Customer References 25 total
    About

    Vanilla’s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for …

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