iCaptial Expanding Into Structured Notes Market

October 7th, 2021, 12:00 AM

According to WealthManagement.com, iCapital Network (iCapital) is purchasing Axio Financial (Axio), a structured notes platform, a first for the alternative investments platform provider. The deal came just weeks after iCapital announced a partnership with Grayscale Investments. 

The transaction will see Axio's structured notes systems added to the iCapital platform. Axio provides advisors with real-time data, analytics, and reporting tools to evaluate, select and purchase structured notes for their clients. Axio also has its customer relationship management system, used by issuers and financial advisors.

WealthManagement.com believes that the acquisition furthers iCapital's mission to expand the scope of strategies and product types available. By purchasing Axio, iCapital will provide portfolio visibility and expand a growing marketplace for high-net-worth clients eager for yield, according to William Trout, director of wealth management at Javelin Strategy & Research.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

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Blog

iCaptial Expanding Into Structured Notes Market

October 7th, 2021, 12:00 AM

According to WealthManagement.com, iCapital Network (iCapital) is purchasing Axio Financial (Axio), a structured notes platform, a first for the alternative investments platform provider. The deal came just weeks after iCapital announced a partnership with Grayscale Investments. 

The transaction will see Axio's structured notes systems added to the iCapital platform. Axio provides advisors with real-time data, analytics, and reporting tools to evaluate, select and purchase structured notes for their clients. Axio also has its customer relationship management system, used by issuers and financial advisors.

WealthManagement.com believes that the acquisition furthers iCapital's mission to expand the scope of strategies and product types available. By purchasing Axio, iCapital will provide portfolio visibility and expand a growing marketplace for high-net-worth clients eager for yield, according to William Trout, director of wealth management at Javelin Strategy & Research.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

Return to All