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iCapital launches portfolio analytics tool

Friday, July 28, 2023
Opalesque Industry Update - iCapital,the global fintech platform driving access to alternative investments for the wealth management industry, today unveiled iCapital Architect, an innovative portfolio construction tool that empowers financial advisors to build robust, personalized client portfolios incorporating alternatives and structured investments.

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 many features are resources for evaluating historical performance and running institutional-quality risk factor analyses - key attributes for developing insightful investment recommendations.

"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 CEO of iCapital. "These investments have been the blind spot in many portfolio construction offerings.

"Architect provides advisors with the specialized data and tools required to effectively evaluate alternatives and structured investments - important assets when building well-rounded portfolios," Calcano said. "The needs of our clients are evolving and so should their tools."

Architect's launch comes at a time when there is a growing need for delivering outcome-oriented portfolios that span alternative, structured, and traditional investments. It marks a significant step forward for iCapital and underscores its commitment to investing in innovation for the benefit of the wealth management community.

"Architect is an extremely useful tool utilized by our advisors to help analyze and explain how the inclusion of alternative strategies can diversify and strengthen client portfolios.," said Dick Pfister, CEO of AlphaCore, a La Jolla, CA wealth advisor with $2.4 billion in assets under management. "The ability to both visualize the potential return, and stress test the risk/reward characteristics of adding unique alternative assets, is a major differentiator."

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