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Description

Enhance your decision-making capabilities by utilizing diligence profiles alongside customized reports that detail source wealth, affiliations, and potential concerns. By doing so, you can deepen your understanding of customers while effectively managing compliance and reducing regulatory risks through extensive intelligence. Delve into donor profiles for comprehensive insights regarding the financial capacity, previous contributions, affiliations, and lifestyles of High Net Worth Individuals (HNWIs). Additionally, you can explore liquid net worth to strategically cultivate relationships and improve engagement for successful fundraising efforts. Furthermore, gain valuable information about foundation affinities, historical donations, financial capabilities, interests, recent initiatives, and trustee details. This in-depth analysis equips you with vital knowledge necessary for making informed decisions and crafting strategic engagements that enhance your approach. With Diligencify's meticulously curated datasets focusing on both HNW and ultra-high net worth (UHNW) individuals, you can uncover insights that are unmatched in the industry. These insights will ultimately empower your organization to achieve its fundraising and engagement goals more effectively than ever before.

Description

As a blend of innovator, educator, and guide in the alternatives sector, iCapital provides user-friendly, scalable digital solutions that have revolutionized the way private market and hedge fund investments are conducted. With the support of iCapital, financial advisors, wealth managers, and asset managers globally can now access the necessary tools to present high-net-worth investors with the potential for returns and diversification that alternative investments offer. This includes everything essential for presenting alternative investment options, from a carefully selected range of professionally managed funds to educational resources and advanced portfolio analytics, all housed within a leading-edge digital platform. You can choose from iCapital’s extensive collection of professionally managed funds or create your own tailored selection while benefiting from thorough advisor training and certification on a seamless digital investment interface. This empowerment not only enhances the client experience but also drives growth in the alternative investment space.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Canton

Integrations

Canton

Pricing Details

$1,999 per 6 months
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Diligencify

Founded

2023

Country

United Kingdom

Website

diligencify.com

Vendor Details

Company Name

iCapital Network

Founded

2013

Country

United States

Website

www.icapitalnetwork.com

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives