iCapital, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced it has launched a holistic structured investment ecosystem within Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, that includes full proposal generation and the trading workflows.
“iCapital and Envestnet are focused on making it easier for advisors and clients to reach their financial goals”
“iCapital and Envestnet are focused on making it easier for advisors and clients to reach their financial goals,” said Jillian Altamura, Managing Director and Head of Platform Partnerships at iCapital. “This first-to-market integration brings structured investments into an advisor’s suite of investment solutions and gives them a 360-degree view of client finances.”
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Powered by SIMON from iCapital, the leading marketplace for risk-managed and alternative solutions, the integration with the Envestnet platform enhances advisors’ capabilities by streamlining the proposal-to-execution process for structured investments and offering access to analytical features. It delivers full data for active management and centralization while integrating structured investment data into client reports.
“For the first time, advisors can allocate to structured investments through the Envestnet proposal,” said Dana D’Auria, Co-CIO and Group President, Envestnet Solutions at Envestnet. “The integration allows advisors to add fee-based structured investments into proposals, transact on those products and assess them next to more traditional asset classes without ever leaving the Envestnet ecosystem. We look forward to leveraging iCapital’s technology and team of professionals to deliver this solution to the market.”
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Through SIMON from iCapital’s learning center and marketplace, advisors and clients may also benefit from multimedia educational resources, including a library of 90+ videos, on-demand asset class education, and customized compliance-tracking tools. The learning center and marketplace are now available through Envestnet’s Launchpad, which centralizes the advisor experience for financial planning. Also launching through this partnership are the Structured Investments block available in MyBlocks by Envestnet | MoneyGuide for investor education. Clients can use this block to understand the potential impact of these products on a portfolio.
The Envestnet and SIMON collaboration empowers financial advisors with a seamless, comprehensive ecosystem for structured investments – boosting efficiency, amplifying insights, and paving the way for a smarter financial future for advisors and clients.
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