iCapital(R) and Envestnet expand strategic partnership to incorporate alternatives and structured investments within Unified Managed accounts.
Article excerpt
Highlighted: the sentence this signal was extracted from
iCapital(R) and Envestnet expand strategic partnership to incorporate alternatives and structured investments within Unified Managed accounts. PR Newswire Today at 9:35am PDT Enhanced capabilities enable advisors to allocate and manage the investment lifecycle of complex products at scale within a single portfolio framework NEW YORK and BERWYN, Pa., April 15, 2026 /PRNewswire/ - iCapital[1], the global fintech company shaping the future of investing, and Envestnet, the leading Adaptive WealthTech company, today announced an expanded strategic partnership that further enables access to iCapital's alternative investments capabilities within Envestnet's Unified Managed Account (UMA) platform. Advisors can now access iCapital's technology platform through Envestnet and utilize UMAs to incorporate alternatives and structured investments alongside traditional public market holdings within a single account structure. Through workflows connecting iCapital's technology into Envestnet's advisor-traded sleeves, advisors gain access to a seamless experience across portfolio construction, implementation, and ongoing oversight as alternatives play an increasingly central role in diversified portfolios. "As alternatives increasingly become a core component of portfolios, advisors need a practical way to implement them alongside traditional assets," said Gary Gallagher, President of...
Keep reading with a free account
The rest of this article, and every signal for iCapital, is in your free account.
