iCapital Launches Alts Portfolio Construction Tool for Advisors

iCapital, the fintech platform focused on alternative investments, announced iCapital Architect, a portfolio construction tool that supports financial advisors to build robust, personalized client portfolios incorporating alternatives and structured investments.

iCapital says advisors can use Architect, “which combines a user-friendly interface with sophisticated analytics,” to evaluate alternatives and structured investments alongside traditional assets and seamlessly design portfolios that align with their clients’ return objectives and risk profiles. Among the tool’s features are resources for evaluating historical performance and running institutional-quality risk factor analyses.

“Advisors have long expressed a need for more comprehensive tools to effectively evaluate the inclusion of alternatives and structured investments in client portfolios,” said Lawrence Calcano, chairman and chief executive officer of iCapital. “These investments have been the blind spot in many portfolio construction offerings.

iCapital was founded in 2013 and provides end-to-end technology and services to wealth management firms, asset managers, registered investment advisors. As of April 30, 2023, iCapital services more than $157 billion in global client assets, of which more than $30 billion are from international investors, across more than 1,270 funds.

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