iCapital, a fintech focused on alternative investments, will offer structured investments to financial advisors on the Envestnet platform.
“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,” Jillian Altamura, managing director and head of platform partnerships at iCapital, said in a statement.
The offering, powered by Simon from iCapital, provides advisors with proposal generation for structured investments, along with analytical features, trading workflows and the ability to integrate data on structured investments into client reports.
“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,” said Dana D’Auria, co-chief investment officer at Envestnet and group president of Envestnet Solutions.
Simon from iCapital also provides a learning center with educational resources for advisors and clients, including more than 90 videos.
New chief executive Rich Steinmeier replaced Dan Arnold on October 1.
The global firm is navigating a crisis of confidence as an SEC and DOJ probe into its Western Asset Management business sparked a historic $37B exodus.
Beyond returns, asset managers have to elevate their relationship with digital applications and a multichannel strategy, says JD Power.
New survey finds varied levels of loyalty to advisors by generation.
Busy day for results, key data give markets concerns.
A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.