Dynasty Financial Partners, an integrated wealth management services and technology platform for advisors, has joined forces with iCapital Network to launch the Dynasty Select platform of alternative asset managers.
The new alternative Investment Platform will offer access to private equity funds, hedge fund and direct investments along with institutional-quality research and diligence.
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The platform will use iCapital’s technology to provide end-to-end automated transactional support for financial advisors and their clients.
Accessible via Dynasty’s existing Desktop module, Dynasty Select will also provide turn-key processing and administrative solutions for advisors who have curated their own roster of alternative managers.
The platform will include features such as private LP Investments, institutional-quality research, HD video feeds, streamlined execution, user-friendly reporting and custom solutions.
Dynasty Financial Partners chairman and investment committee chair Todd Thomson said: "Dynasty Select provides those advisors who utilize alternative investments access to carefully selected managers that sophisticated advisors and their clients demand.
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By GlobalData"We can now provide advisors with a deep level of analysis and diligence and unparalleled technology to create a vastly improved client experience."
Dynasty head of investment platform Michael Moriarty said: "Atrato, a leading specialist in customized alternative investment research, will be providing hedge fund due diligence. The Dynasty Select list of hedge funds will include flagship names in the hedge fund space as well as some under the radar firms that we think are differentiated. "
iCapital Network managing partner Lawrence Calcano said: "Dynasty Select offers advisors in the Dynasty Network the access and integrated research and technology, either directly or through feeder funds, creating a truly differentiated alternative investments experience."
