CONCERT Global Expands Its Advisor Technology Platform with Alternative Investments through Alliance with iCapital Network

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CONCERT Global, Ltd., a Silicon Valley-based advisory technology firm, announced today an alliance with iCapital Network to deliver a complete alternative investments solution to CONCERT's growing network of well over one hundred independent advisors and broker/dealers.

CONCERT Global, Ltd., a Silicon Valley-based advisory technology firm, announced today an alliance with iCapital Network to deliver a complete alternative investments solution to CONCERT’s growing network of well over one hundred independent advisors and broker/dealers.

“Alternative investments can play a critical role in a well-constructed portfolio but, until recently, haven’t been readily accessible to all advisory professionals and their qualified clients,” said Felipe Luna, CEO of CONCERT Global Group, Ltd. “iCapital Network has created an elegant solution that eliminates the historical barriers to this important asset class and fits seamlessly with our platform and mission to help advisors scale, grow and deliver the highest-quality client experiences.”

The two tech-oriented firms will collaborate to deliver a fully-integrated alternative investments offering for independent wealth managers. The solution will be accessible through CONCERT’s core Advisor Technology service platform, and includes the following features:

  • An evolving menu of private equity and hedge funds that have historically only been available to institutional investors;
  • Investment minimums as low as $100,000 to facilitate diversified high-net-worth exposure;
  • Extensive due diligence materials to support investment research and decision-making;
  • Flexible, intuitive technology that streamlines the subscription process and ongoing fund administration; and,
  • Full integration with the industry’s leading reporting and custodial platforms.

“iCapital’s strong sourcing and diligence capabilities were a decisive factor in forging this new partnership, and are a natural complement to our robust wealth management offerings,” said Jeff Pietsch, President of CONCERT Wealth Management, Inc.

“The solution from CONCERT and iCapital will equip small and mid-size advisors with a powerful suite of alternatives capabilities that has the potential to change the competitive dynamics for high-net-worth business,” said Lawrence Calcano, Managing Partner of iCapital Network. “Technology is a fundamental part of our operating culture and we’re proud to be working with CONCERT to continue the intelligent use of technology in the delivery of customized financial advice.”

About iCapital Network:
iCapital Network is a financial technology platform that provides simplified access to alternative investments. The state-of-the-art online platform offers a curated selection of private equity funds and hedge funds, extensive due diligence support and powerful research tools to a private member network of qualified investors, family offices, registered investment advisors and broker-dealers. iCapital’s end-to-end solution streamlines and automates the investing process with electronic subscriptions, capital calls, distributions and redemptions, fund statements, and user-friendly investor and tax reporting. Visit http://www.icapitalnetwork.com for more information.

About CONCERT:
CONCERT Global, Ltd. is an Advisor Technology and back office services company providing a comprehensive suite of services to independent advisors, registered investment advisors and broker/dealers. Our fully integrated platform of technology solutions, technology services and administrative support offers increased efficiency and scale allowing our Advisors to focus on clients instead of the back office. CONCERT Wealth Management, Inc., its registered investment advisor affiliate, provides additional efficiencies to advisors throughout the country by leveraging strong industry relationships, back office and compliance services. The firm’s Capital Management division also provides investing solutions to help advisors better serve their existing clients while cultivating their practice growth.

Media Contact:
Felipe Luna
CONCERT Global Group, Ltd.
http://www.CONCERTGlobal.com
408-856-6310 x1155

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Felipe Luna
CONCERT Global Group
+1 408-856-6310 Ext: 1155
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CONCERT Wealth Management, Inc.

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