The platform provides searchable fund profiles, document data rooms, due diligence reports, and educational content to help advisors evaluate and construct customized portfolios. Integrated tools include portfolio construction filters, performance and cash-flow dashboards, real-time notifications, and compatibility with third-party reporting providers.
Built for efficiency and compliance, the service supports extensive manager integrations, consolidated reporting, and streamlined client account management, reducing administrative overhead and accelerating access to private markets for both wealth and asset managers.
You can learn more about pricing for iCapital Marketplace at its pricing page.
iCapital Marketplace can be categorized under CRM tools.
Not all similar tools offer the same features. Most include a free plan or trial, so you should be able to give them a try. You can browse some of the alternatives to iCapital Marketplace listed in the directory.
Some tools might also offer discounts or offers, especially for newer members. Most of these offers traditionally come as part of affiliate programs or promotions, but often you can reach out to companies and check whether they can give you special pricing.
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