Mirador

iCapital is a prominent provider of technology-enabled data management and reporting services, specializing in creating strategic insights from financial data. The company facilitates decision-making and enhances efficiency for its clients through comprehensive asset reporting and data management services. iCapital’s platform is designed to provide a clear and comprehensive view of client investments across various asset classes, regardless of where they are held. The firm's commitment to technology and innovation is evident in its integration of proprietary artificial intelligence and machine learning-driven technology with leading third-party software, ensuring full portfolio transparency.

iCapital’s solutions cater to the entire alternative investment lifecycle, offering a range of technology solutions that include investment reporting, portfolio construction tools, and a security master for centralized data management of alternative products. The platform supports all client investments, whether they are traditional, liquid, or non-conventional holdings, and offers strategic insights to aid data-driven decision-making.

The firm’s key features include consolidated reporting services that maximize value through tailored reporting, monitoring investment performance, cash flows, and identifying risks and opportunities across entire portfolios. iCapital also offers alternative data management solutions to streamline complex, hard-to-track private investment data, ensuring timely and accurate updates. Their tax document management service combines technology and proven processes to handle all aspects of tax documentation efficiently.

iCapital serves a diverse client base that includes wealth managers, families, and family offices, as well as institutional investors such as OCIOs, endowments, foundations, pensions, and sovereign wealth funds. The company’s partnerships and collaborations enhance its offerings, providing clients with a robust ecosystem of tools and services to meet their specific needs.

Technically, iCapital's platform is engineered to integrate seamlessly with existing systems, offering API-first distributed ledger technology and robust data connectivity. The firm has brought together leading investment data aggregation and reporting firms, such as Mirador and AltExchange, to enhance its post-trade service model, ensuring comprehensive support for all client investments.