Private fund figures without the dashboard hunt.
Private fund information is often spread across reports, statements and separate systems. Here an advisor asks Claude one question about a client's private funds and gets the answer, ready for a client conversation or portfolio review.
What it is
ICapital's connector that brings the alternative investment data it holds for your clients into Claude. It is part of Anthropic's Claude for Financial Advisors. iCapital stays the system of record, and the connector keeps your firm's existing permissions.
What you get
- A client's private fund holdings
- Valuations of those holdings
- Transactions in them
- Their performance, seen alongside the rest of the portfolio
Requirements
An iCapital platform account with access to your clients' alternative investment data. You sign in through iCapital's login, and what you see follows your firm's existing permissions.
Setup effort
Paste a URL, then authorize — add the endpoint to your client, then approve the OAuth consent screen