04.15.26

iCapital, Envestnet Expand Access to Private Credit, Structured Products

by: Financial Advisor

iCapital and Envestnet have expanded their partnership to give financial advisors broader access to private credit and structured products within Envestnet’s unified managed account platform. The integration includes offerings like the iDirect Private Credit fund and an Outcome Driven Strategy, enabling advisors to combine alternative investments with traditional assets in a single portfolio. The move reflects growing demand for more sophisticated investment strategies and aims to streamline implementation through features like single sign-on, improving efficiency, diversification and portfolio management consistency for advisors and their clients.

Read the full article on Financial Advisor