iCapital has announced key enhancements to its portfolio construction tool, iCapital Architect, designed to empower financial advisers with robust educational resources and cutting-edge analytics.
A major highlight of these upgrades is the strategic partnership with Apollo, a global alternative asset manager with $733 billion in assets under management.
Key features of the enhanced portfolio construction experience include:
A new white-label capability for asset and wealth managers to offer Architect as an education product to their audiences. iCapital, together with Apollo, a high-growth, global alternative asset manager with $733 billion in assets under management, launched Apollo Allocation Pro, a customized version of iCapital Architect now accessible on Apollo.com.
Portfolio Allocator, a smart feature that can help advisers construct portfolios based on a client’s unique objectives and constraints.
A proposal tool to support more s