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Orion + iCapital

Streamlining Access to Alternative Investments

View Integration User Guide

A Strategic Collaboration to Help You Deliver More

Through our integration with iCapital, Orion brings seamless access to a curated marketplace of private equity, private credit, hedge funds, and more. Embedded
within the Orion platform, this partnership helps advisors offer sophisticated 
solutions with greater ease, clarity, and operational efficiency.

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Seamless Access 
to Powerful Alts Capabilities

Built into Orion’s core experience, the iCapital integration helps advisors research, allocate, and report on alternative investments with the same confidence they apply to traditional 
assets without leaving Orion.

View Integration User Guide
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WHY IT MATTERS

Making Alternatives Work 
for You and Your Clients

Demand for alternatives is rising, but access and complexity can hold advisors back. Orion and iCapital work together to close that gap, bringing institutional-grade investments and tools into the hands of independent advisors right within their existing workflow.

Let’s build better portfolios together.

Explore how Orion and iCapital can help you expand your investment offering 
without adding operational complexity.

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