iCapital Unveils Architect, a New Portfolio Analytics Tool for Financial Professionals

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iCapital unveiled iCapital Architect, a new portfolio construction tool that allows financial advisors to build personalized client portfolios by adding alternatives and structured investments.

Financial advisors can use Architect, a user-friendly interface with advanced analytics to seamlessly assess alternatives and structured investments. The portfolios will align with their client’s return objectives and risk profiles. The tool’s features include evaluating historical performance and quality risk factor analyses. They are the key attributes for developing insightful investment references.

Advisors can benefit from this comprehensive tool as they can effectively evaluate the inclusion of alternatives and structured investments in client portfolios. The Architect also provides advisors with specialized data and tools to view important assets when building portfolios.

Read More: iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals

TalkFintech Bureau
TalkFintech Bureauhttps://talkfintech.com
TalkFintech is focused on the latest financial sector technologies and tools- covering all tech used by banks, investors, insurance, and wealth management sectors- and also conversations on retail financial management tools.

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