Integration into RFG’s ClickONE platform streamlines advisor access and enhances the client experience
RFG Advisory (“RFG”), an innovator in the wealth management industry dedicated to helping independent financial Advisors build their business without compromise, announced a strategic partnership with iCapital1, the global fintech company shaping the future of investing. The integration expands RFG’s investment platform with streamlined access to alternatives and structured investment solutions designed to help Advisors serve high-net-worth clients with greater efficiency.
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RFG is accelerating growth across new Advisor channels, including breakaway wirehouse Advisors and growth-oriented independent firms seeking more sophisticated investment capabilities, operational flexibility and platform support.
RFG is accelerating growth across new Advisor channels, including breakaway wirehouse Advisors and growth-oriented independent firms seeking more sophisticated investment capabilities, operational flexibility and platform support. As high-net-worth households increasingly seek access to alternatives and structured solutions, iCapital enhances RFG’s ability to support Advisors with complex client needs while helping them scale more efficiently.
RFG Advisors will gain streamlined access to private equity, private credit, hedge funds, and structured investments through a connected experience designed to reduce complexity and operational friction. Embedded within ClickONE, the integration provides single sign-on access and unified visibility across investment solutions, helping Advisors spend less time navigating disconnected systems and more time serving clients. The collaboration also reflects RFG and iCapital’s shared focus on building a more intelligent, frictionless Advisor experience through modern technology infrastructure and AI-enabled innovation.
“The future of wealth management belongs to firms that can deliver institutional-caliber capabilities without creating more complexity for Advisors,” said Shannon Spotswood, CEO of RFG Advisory. “iCapital has played an important role in expanding access to alternatives and structured investments, which aligns closely with RFG’s vision for the Advisor experience. Together, we are creating a more connected, intelligent and frictionless platform that helps Advisors serve sophisticated clients, operate more efficiently and focus more time on advice and growth.”
RFG selected iCapital as part of its disciplined approach to expanding Advisor capabilities through partners that strengthen the platform without adding complexity. The relationship supports RFG’s broader strategy of delivering sophisticated resources through a seamless Advisor experience.
“The firms gaining momentum today are creating more connected, scalable Advisor experiences,” said Ed Swenson, president of RFG Advisory. “As we continue to expand into new channels, including the wirehouse breakaway space, Advisors need sophisticated alternative investment and structured solution capabilities available directly through the platform.”
“We are excited to partner with RFG as they continue to build a more connected, intuitive experience for their Advisors,” said Gary Gallagher, President of iCapital. “As demand for alternatives and structured investments grows, our platform provides the infrastructure, access, and intelligence advisors need to simplify complexity, manage strategies more effectively, and deliver better client outcomes at scale.”
The partnership builds on RFG’s continued investment in institutional-caliber investment management for independent Advisors. Following the launch of ClickONE, RFG’s strategic investment in Zocks and the appointment of former Envestnet executive Jim Patrick to its board of directors, the firm continues to advance a connected, intelligence-driven platform designed to help Advisors serve high-net-worth clients and scale more efficiently.
Together, these investments support RFG’s focus on simplifying the Advisor experience while expanding access to institutional-caliber capabilities.
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