iCapital, the platform driving access to alternative investments, and Bridge Investment Group (NYSE: BRDG), an alternative asset manager, announced the enhancement of Bridge’s Investor Portal, which is reportedly being powered by iCapital, and enables investors to access performance reporting for all products.
The Investor Portal will feature an Investment Dashboard, thus allowing investors to view their portfolio performance across accounts, holdings, and asset classes, as well as review meaningful performance indicators, charts, and cash flow details.
Dan Vene, MD, Co-Founder & Managing Partner, Head of Investment Solutions, iCapital said that this launch demonstrates commitment to working with clients to deliver tech and data solutions to help manage their alternative investments within their clients’ portfolios.
The launch of the Investment Dashboard is the result of iCapital’s investment in its tech and data capabilities, and collaboration with its clients and partners.
Bridge will reportedly make the Investment Dashboard feature available to fund investors (institutional and wealth management) on its Investor Portal, an online platform powered by iCapital that provides investors with access to their account details, governing docs, as well as the overall investment performance.
Robert Morse, Chairman of Bridge Investment Group said that investors expect a digital-first experience, which has been unavailable in private market investing.
They are eager offer the Investor Portal to fund investors, who can now benefit from an interactive way of monitoring portfolio performance as well as being able to gain an understanding of the key drivers of their returns.
As explained in the announcement, this solution may be customized for asset manager’s brand representation and is compatible with iCapital apps and services.
As covered, iCapital powers the alternative investment marketplace offering a suite of tools, enterprise solutions, data management and distribution capabilities and an operating system.
iCapital is the tech partner to financial advisors, wealth managers, and asset managers, offering technology, and education to incorporate alternative assets into the portfolio strategies for clients.
iCapital’s platform delivers a portfolio of management capabilities for education, transactions, data flows, analytics, and client support.
iCapital operating system streamlines the process of private market investing and integrates with clients’ infrastructure platform.
As mentioned in the announcement, Bridge is an alternative investment manager, diversified across asset classes, with $48.9B of AuM. Bridge combines its operating platform with teams of investment professionals focused on various U.S. verticals across real estate, credit, renewable energy and secondaries strategies.
