A man stands atop a mountain with his arm raised. A starry sky fills the background at sunrise.

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.

A group of professionals in a meeting room review reports.

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

One-Click Access

Log in to the iCapital Marketplace directly from Orion Connect with Single Sign-On (SSO).

Comprehensive Reporting

Automatically sync investment, transaction, and valuation data for unified portfolio reporting.

End-to-End Investment Tools

Conduct research, initiate investments, and manage fund lifecycles all from a single dashboard.

Shot of a group of businesspeople sitting together in a meeting.
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.

Contact Us

Dig Deeper

Related Resources

Learn More
Beyond 60/40 - Education/Insights
Learn More
Orion + iCapital Press Release

 

This website may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.