MAI Capital Management, a registered investment advisory firm, has announced a partnership with iCapital, a global fintech platform. Through the integration of iCapital’s technology into MAI’s custom platform, MAI’s in-house investment team can easily view, manage and administer clients’ existing and future alternative investments.
iCapital’s end-to-end technology provides MAI’s advisers with a solution to simplify the process of reconciling alternative investment and fund data, streamline document management and fund finance activities and enable more efficient workflows. MAI’s investment team will also have the capability to create custom portfolios and complete related due diligence for clients. iCapital will manage the associated oversight functions and support ongoing operations and efficiencies for MAI’s advisers and clients, and iCapital also has agreed to manage a set of existing funds currently managed by MAI as part of the partnership.
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