December 10, 2024

Advyzon Announces Partnership with iCapital®to Enhance Alts Capabilities and Reporting for Financial Advisors and Family Offices

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 […]
April 2, 2024

iCapital® to Acquire Mirador, a Financial Technology Provider of Consolidated Reporting and Data Management

The acquisition enhances iCapital’s operating system and data management capabilities and expands its solutions for the wealth management industry. iCapital, an alternative investment marketplace for the […]
January 17, 2024

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights

iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, Inc. a […]