BridgeFT and iCapital have launched a comprehensive portfolio data management solution designed to help wealth managers more effectively analyze and manage diverse investment portfolios. The partnership addresses significant challenges financial advisors face when tracking investments across public securities, private markets, structured investments, and off-platform assets.
The innovative solution combines iCapital's Alternative Data Management service, which leverages machine learning and artificial intelligence, with BridgeFT's ability to consolidate custodial and transactional data. This integration enables financial advisors to gain unprecedented insights into portfolio performance, risk, liquidity, and allocation strategies.
By providing a unified, scalable platform, the collaboration aims to simplify data access and standardization. The solution can span thousands of investment positions, both on and off iCapital's platform, offering advisors a complete view of client investments.
This technological advancement is particularly significant as alternative investments become increasingly popular. The partnership represents a strategic effort to create a standardized framework that optimizes the alternative investing experience while empowering advisors to make more informed decisions.
The collaboration will be integrated into BridgeFT's WealthTech API Marketplace, which provides wealth management professionals direct access to innovative technology partners. This approach is expected to accelerate application development and reduce associated costs for financial technology providers.
