In order to give financial advisers and their high-net-worth clients easier access to a diverse range of alternative and structured investment opportunities, iCapital, the global fintech platform that is facilitating access to alternative investments for the wealth management industry, has entered a strategic partnership with Ashton Thomas Private Wealth, a division of Arax Investment Partners.
This partnership is a reflection of Arax’s larger dedication to providing modern, technologically advanced solutions that improve their advisory capabilities and client service, as well as to expanding access to alternative investments throughout its whole platform.
Go deeper with GlobalData
In addition to structured investment opportunities, the offering includes specially designed technology for Ashton Thomas advisers that offers a carefully selected menu of alternative investment methods, such as hedge funds, real estate, private equity, and private credit.
With the help of iCapital’s ongoing technological investment, which includes capabilities gained from the Mirador acquisition, Ashton Thomas advisers will have improved financial reporting, data management, and data aggregation.
This integrated platform improves overall efficiency and makes managing various asset classes easier.
Haig Ariyan, CEO of Arax Investment Partners stated: “As a platform with significant growth, technology is a core aspect of how we’re going to be successful – which is an area where I think iCapital has been exceptional. This strategic relationship will allow our independent advisers to access an enhanced suite of solutions, capabilities, and analytics.”
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalDataLawrence Calcano, chairman and CEO of iCapital added: “We are excited to strengthen our strategic relationship with Arax, a pioneer in the RIA space. This collaboration with the Ashton Thomas team exemplifies our shared vision for innovation and excellence in wealth management, reinforcing our commitment to cutting-edge solutions and unparalleled client service. By helping wealth management clients best leverage the breadth of our operating system and education resources, we aim to set new standards in efficiency, productivity, and client satisfaction.”
“This collaboration reflects our commitment to elevating the advisor experience throughout the investment lifecycle, and this collaboration with iCapital and the use of their technology and operating system help our advisors and their clients more efficiently navigate the complexities of alternative investments,” said Aaron Brodt, CEO and founder of Ashton Thomas Private Wealth.
For the duration of the investment funds, iCapital’s technological solution streamlines the subscription, administration, operational, and reporting procedures.
Moreover, advisers receive access to a comprehensive range of research, due diligence, educational resources, and investment product training as part of the combined offering.
