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Artivest is Now Part of iCapital

On August 26th, 2020, iCapital completed its acquisition of Artivest, bringing together the most innovative financial technology companies in alternative investing.

 

iCapital and Artivest have long shared a common mission of providing advisors and their high-net-worth investors access to a broad array of quality investments and bringing ease and efficiency to the investment process.

 

Artivest’s technical innovations and capabilities in registered funds and direct investments complement iCapital’s robust platform and product offerings. Joining our companies sets the stage for delivery of a fully digital, “best in breed” user experience while introducing new general partners and strategies to our respective clients.

 

WHAT WILL CHANGE FOR ARTIVEST CLIENTS?

Initially, very little. You will continue to enjoy the quality service and broad array of products you have experienced with Artivest. Your account is easily accessed via the log-in link below, and the (newly branded) Artivest platform you are familiar with will be unchanged. Overtime, we will integrate the best features from both platforms in a new premier experience, keeping you informed every step of the way.

 

Take a look at the Frequently Asked Questions for more information on the platform and our services.

 

IF YOU NEED ASSISTANCE

Please reach out to your iCapital Relationship Manager or you can reach the help line at 212-994-7400 or [email protected].

 

Welcome to the iCapital Family. We look forward to serving you!

 

I’m an Artivest Client, What Now?

Below you will find information about accessing your account, connecting with your iCapital Relationship Manager, FAQs and iCapital.

Click to Access your Account on the Artivest Platform

 

Client Solutions
Request a Demo, Register to use our Platform and Learn about our Investment Products
Email: clientsolutions@icapitalnetwork.com
Phone: +1-212-994-7344
 
Investor Relations
Help with New Subscriptions, Existing Investments and Reporting
Email: [email protected]
Phone: +1-212-994-7333

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Inquire

Take a look at the Frequently Asked Questions for more information on our integration objectives

 

1. Who should I contact about my account?

Click Here to find contact information for your iCapital Client Solutions Representative on our Regional Coverage Map.

2. Is there anything I need to do? Will the existing Artivest platform remain functional?

There is nothing you need to do. Your account on the Artivest platform remains functioning and secure, and you may access it with your existing User ID and Password. If you need help resetting your User ID or Password, contact [email protected].

3. What is the timetable to provide access to all Artivest and iCapital funds on a single platform?

Overtime, iCapital will work to develop a single platform that combines the best features and functionality of the Artivest and iCapital offerings. Until that time, you can be confident that the Artivest platform will remain available for your use.
 
iCapital will notify you well in advance of any plans to alter or combine the platforms. Please continue to use the Artivest platform for the foreseeable future.

4. Has my account information transferred to iCapital? Is there any action I need to take?

All of the books and records of each fund have been transferred to the general partner or managing member of the relevant fund in accordance with the terms of the purchase agreement between iCapital and Artivest. Advisors and investors do not need to take any action at this time.

5. What is the role of iCapital as it pertains to the funds I hold?

Depending on the fund, affiliates of iCapital act as the general partner, managing member, investment advisor and/or the commodity pool operator of the fund.

6. What is the state of my client contract with Artivest?

As a general matter, client agreements between advisors and Artivest were assigned to iCapital or an affiliate at the closing of the transaction pursuant to the terms of each agreement.

7. What new services or products are now available to me?

iCapital will be introducing enhancements to the overall client and advisor experience over time. Announcements will be distributed as new features are deployed or products are made available.

8. Who should I contact about operational questions on my current holdings?

Please contact iCapital’s Investor Relations team at +1-212-994-7333 or at [email protected]. The team can help with new subscriptions, existing investments and reporting.

9. How can I be confident my information is secure?

Your information and that of your clients is protected in accordance with iCapital’s privacy policy.

10. What if I want to liquidate my client’s holdings?

Please refer to the offering materials of the relevant fund as liquidity options vary materially between funds and certain private capital funds may not allow liquidity at the discretion of an investor.

 


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