Get Ready to Expand Your Access to Alternatives!
Later this month, ESI will launch a new platform partnership with iCapital, giving our advisors access to a broader range of alternative investment solutions. iCapital is a leading fintech platform that provides access to private equity, private credit, real estate, and other alternative strategies — all through a seamless digital experience.
What to Expect:
- Expanded Investment Offerings – Unlock new opportunities for portfolio diversification.
- Simplified Access – Use a digital platform to manage the full lifecycle of alternative investments.
- Institutional-Quality Solutions – Offer your clients vetted investment strategies previously available only to large institutions.
- Education & Support – Gain access to robust client-facing resources and advisor training.
To kick things off, we’ll be hosting a launch webinar on August 14th at 2PM EST to walk you through the platform, investment offerings, and onboarding process.
Stay tuned for more launch communications — coming soon to your inbox. And in the meantime, don’t forget to register for our launch webinar.
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