iCapital Network has partnered with Rockefeller Capital Management (Rockefeller), an independent financial services firm offering global family office, asset management, and strategic advisory to ultra-net-worth families as well as institutional clients, to increase alternative investment options for the company’s investors.
As a part of the agreement, iCapital developed a customised technology platform for Rockefeller that provides access to private equity, hedge funds, real estate and private credit strategies in a seamless end-to-end process that includes subscriptions, administration, document management and reporting.
iCapital’s modular technology and service platform is purpose-built to provide a solution that is fully configurable, highly scalable, and able to support the unique processes required for private equity, private credit, hedge funds, and other alternative investments. It is designed to overcome many of the long-standing challenges of investing in alternatives by using technology to streamline access, ease operational burdens, and improve the user experience, enabling iCapitals partners to provide the highest level of service to their clients.
“Rockefeller Capital Management aims to elevate the financial services experience through unparalleled client service and a commitment to excellence. We are honoured to be selected as their partner to develop the innovative comprehensive technology solution that will advance Rockefellers exceptional client service offering,” says Lawrence Calcano (pictured), Chief Executive Officer of iCapital Network.
