The acquisition expands iCapital’s data management and reporting capabilities.

Inattentive use of these products risks exposing clients to losses and missed returns.

Investing in venture capital funds targeting tech start-ups carries high risks and requires a tolerance for decades of illiquidity. But all it takes is one outperforming company to make it worth it.

Structured notes can serve as a multi-tool to target various investment objectives.

Advisors that custody with Altruist get access as a feature of the platform, but non-Altruist advisors can join and use it as a standalone product as well.

It could lead to lower equity returns for Investors.