iCapital has introduced significant upgrades to its iCapital Architect portfolio construction tool, making it easier for financial advisors to integrate alternative investments into client portfolios. These enhancements were created to streamline the portfolio design process, offering advanced analytics and educational resources to support advisors in meeting their clients’ evolving financial goals.
“Tools like Apollo Allocation Pro, powered by iCapital Architect, are critical to educating and empowering financial advisors as they seek greater diversification and excess return on behalf of their clients,” said Apollo’s Stephanie Drescher, Partner and Chief Client and Product Development Officer.
Key features include a new white-label capability, allowing asset with wealth managers to offer iCapital Architect as an education product. A notable collaboration with Apollo has resulted in the launch of Apollo Allocation Pro, a valuable, customized version of the platform on Apollo.com. This tool enables advisors to create, compare, and stress-test public and private index portfolio allocations, enhancing decision-making.
Additionally, the Portfolio Allocator feature helps advisors build portfolios tailored to client objectives, while the proposal tool simplifies portfolio sharing, improving client communications. Full integration with iCapital’s Multi-Investment Workflow further streamlines the alternative investment process.
“Since launch, we’ve seen how powerful iCapital Architect is for advisors on our platform, regardless of where they are in the lifecycle of adopting alternative investments into client portfolios,” said Lawrence Calcano, Chairman and CEO of iCapital.
