iCapital Network, the financial technology platform that is improving access and efficiency in the alternatives marketplace, today announced a partnership with Rockefeller Capital Management (“Rockefeller”), an independent financial services firm offering global family office, asset management, and strategic advisory to ultra-net-worth families as well as institutional clients, to increase alternative investment options for Rockefeller investors.
As a part of the agreement, iCapital developed a customized technology platform for Rockefeller that provides access to private equity, hedge funds, real estate and private credit strategies in a seamless end-to-end process that includes subscriptions, administration, document management and reporting.
iCapital’s modular technology and service platform is purpose-built to provide a solution that is fully configurable, highly scalable, and able to support the unique processes required for private equity, private credit, hedge funds, and other alternative investments. It is designed to overcome many of the long-standing challenges of investing in alternatives by using technology to streamline access, ease operational burdens, and improve the user experience, enabling iCapital’s partners to provide the highest level of service to their clients.
“Rockefeller Capital Management aims to elevate the financial services experience through unparalleled client service and a commitment to excellence. We are honored to be selected as their partner to develop the innovative comprehensive technology solution that will advance Rockefeller’s exceptional client service offering,” said Lawrence Calcano, Chief Executive Officer of iCapital Network.
About iCapital Network
iCapital Network is the financial technology platform democratizing alternative investments with complete tech-based solutions for investors, advisors and asset managers. The firm’s flagship platform offers high-net-worth investors and independent wealth advisors a curated menu of private equity and hedge funds at lower minimums with a full suite of due diligence and administrative support in a secure digital environment. Banks and asset managers leverage iCapital’s tech-enabled services to streamline and scale their private investments operational infrastructure. iCapital was included in the 2018 Forbes FinTech 50 and as of September 30, 2018 serviced more than $6 billion in invested capital across more than 14,000 underlying accounts.