Lawrence Calcano, CEO, iCapital Network met with Julie Cooling, Founder & CEO, RIA Channel to discuss alternative investing and how advisors can efficiently access it.
“We were built to make accessing alts easier for advisors,” says Calcano. Historically, high minimums, operational challenges, and lack of due diligence capabilities have kept traditional wealth managers away from the alternative asset class. The iCapital technology platform not only provides access to private equity and hedge fund managers at a lower minimum, but automates much of the administrative process.
Recently, Schwab announced a partnership with iCapital to deliver an end-to-end, automated alternative investing process for advisors leveraging the Schwab platform.
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