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- iCapital and Ashton Thomas Form Strategic Relationship for Enhanced Investment Solutions
iCapital and Ashton Thomas Form Strategic Relationship for Enhanced Investment Solutions
Slice of Finance Team
24 Jul
Key Highlights:
iCapital and Ashton Thomas collaborate to enhance advisor solutions.
Access to diversified alternative and structured investment opportunities.
Enhanced technology for data management and reporting.
Source (Business Wire)
Notable Quotes:
“As a platform with significant growth, technology is a core aspect of how we're going to be successful. This strategic relationship will allow our independent advisors to access an enhanced suite of solutions, capabilities, and analytics.”
“We are excited to strengthen our strategic relationship with Arax, a pioneer in the RIA space. This collaboration with the Ashton Thomas team exemplifies our shared vision for innovation and excellence in wealth management.”
“This collaboration reflects our commitment to elevating the advisor experience throughout the investment lifecycle, and this collaboration with iCapital and the use of their technology and operating system help our advisors and their clients more efficiently.”
Our Take:
This strategic relationship between iCapital and Ashton Thomas underscores the growing importance of technology in the wealth management industry. By leveraging iCapital's advanced technological capabilities, Ashton Thomas advisors will gain streamlined access to a broad range of alternative investments, including private equity, private credit, real estate, and hedge funds. This collaboration not only enhances the efficiency of data management and financial reporting but also positions both firms at the forefront of innovation in financial advisory services. This partnership is poised to set new standards in client service and operational efficiency, offering significant value to high-net-worth clients seeking diversified investment strategies.