Why Partner with iCapital for Alternatives Solutions Instead of Building Your Own?
When deciding between partnering with iCapital or building your own solution, there are three critical factors to consider:
Fit for Purpose
Cost
Speed to Market
Tailored for advisory firms, seamless integration.
Zero upfront investment, proven platform.
Go live in months, not years.
Key Factors to Consider
There are three main factors to consider in the decision-making process:
Key Factors to Consider
Fit for Purpose
Partner Solution:
Building Yourself:
- Requires cobbling together various third-party tools (e.g., DocuSign, custodians, reporting platforms).
- Tailored for different types of advisory firms: large wealth managers, independent RIAs, independent broker dealers.
- Complex, custom-built connections between solutions.
- Seamless integration with existing tools and workflows.
- Supports diverse product structures and customizable for compliance needs.
- Need to constantly maintain and update the platform as needs, additional headcount, and products evolve.
- Proven platform used at scale across the industry.
Costs
Building Yourself:
Partner Solution:
- Likely millions of dollars in upfront investment..
- Zero upfront cost for the platform
(in most cases).
- Requires a team of experts to develop, maintain, and iterate on the platform.
- Significant investment already made in development and optimization.
- Significant ongoing costs due to changes in regulations, products, and business needs.
- Eliminates the need for a large internal team dedicated to building or maintaining the platform.
Speed to Market
Building Yourself:
Partner Solution:
- Typically a 3-5 year process to create an initial platform.
- Launch a fully integrated platform within 3-4 months.
- Even after years of development, you may only have the start of a product, not a fully operational solution.
- Continually updated and optimized platform, minimizing future development time.
Real-Life Example
- Large wealth management firm outsourced to iCapital and went live in 3-4 months.
- A home-built solution would have taken years and required a much larger investment.
Why Choose iCapital?
Proven track record of success across the financial advisory landscape.
Reduced cost, time, and hassle for your firm.
Focus on delivering value to your clients rather than managing a complex tech build.