Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced a robust new integration with iCapital¹, the global fintech platform driving the world’s alternative investment marketplace for the wealth and asset management industries.

The partnership will initially include data and fund activity integration from iCapital’s curated menu of alternative investment strategies into Advyzon’s portfolio reporting platform, as well as a seamless single sign-on (SSO) experience from Advyzon to iCapital. Future enhancements will incorporate iCapital’s user-friendly Document Center into Advyzon’s document vault, allowing Advyzon to surface alerts and tasks such as capital calls or subscription updates that appear in Advyzon’s CRM and dashboard.

“Our innovative partnership with Advyzon exemplifies our mission to create reliable, modular end-to-end reporting and data management services for all our clients,” said Steve Houston, iCapital Managing Director and Co-Head of iCapital Solutions. “We’ve created an easier solution that allows Advyzon’s network of advisors and family offices to gain access to this asset class and efficiently aggregate data. Through our partnership and suite of solutions, we’re empowering advisors to make more informed decisions about alternative investments on behalf of their clients, giving them a greater chance of achieving their financial objectives.” 

The integration between Advyzon and iCapital will also be available in Auria, the new offering from Advyzon Institutional for family offices and UHNW clients, announced last month and launching in Q1 2025. Evolving from the comprehensive Advyzon platform, Auria unites essential capabilities – including portfolio management, performance reporting, and CRM – into a single, seamless interface while also empowering advisors to manage intricate entities, track alternative investments, provide families with a holistic view of their total wealth, and more.

“We’re very excited to partner with iCapital and introduce their alternative investment solutions into the Advyzon and Auria platforms,” said Kartik Srinivasan, President of Advyzon Institutional. “Advisors and family offices are allocating more of their client’s assets into alternatives, so this partnership with iCapital addresses a key need to aggregate and report on this growing asset class and provide clients with a holistic view of their wealth.”

To learn more about Advyzon, please click here. To learn more about Auria, please click here. To learn more about iCapital, please click here.

 ^{1 – iCapital, Inc., and its affiliates (together, “iCapital”)}