The new feature enables investors to access interactive and comprehensive performance reporting for both closed-end and open-ended funds, powered by iCapital’s technology and data solutions.
iCapital, the global fintech platform driving access to alternative investments, and Bridge Investment Group (“Bridge”), a leading alternative asset manager with more than $48 billion in assets under management, announced the enhancement of Bridge’s Investor Portal, powered by iCapital, which enables investors to access interactive and comprehensive performance reporting for all of their products. Now, the Investor Portal will feature a new Investment Dashboard, allowing investors to see their portfolio performance across accounts, holdings, and asset classes, as well as view key performance indicators, charts, and cash flow details.
“We are thrilled to extend our strategic partnership with Bridge. The Investment Dashboard is an innovative feature that enhances the investor experience, offering greater transparency and insight into their alternative investments,” said Dan Vene. “This launch demonstrates our commitment to working with clients to deliver industry-leading technology and data solutions to help scale and manage their alternative investments within their clients’ portfolios.”
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The launch of the new Investment Dashboard is the result of iCapital’s continuous innovation and investment in its technology and data capabilities, as well as its close collaboration with its clients and partners. Bridge will make the Investment Dashboard feature available to all fund investors, both institutional and wealth management, on its Investor Portal, a secure and user-friendly online platform powered by iCapital that provides investors with access to their account information, governing documents, and investment performance.
“Investors expect a user-friendly, digital-first experience, which has historically been unavailable in private market investing. We are proud to be the first to offer the enhanced Investor Portal to our fund investors, who can now benefit from a more transparent and interactive way of monitoring their portfolio performance and understanding the drivers of their returns,” said Robert Morse. “We are grateful to iCapital for their continued collaboration and support in developing and implementing this feature, and we look forward to working with them on further enhancing our investor portal and reporting.”
This solution can be customized for each asset manager’s brand representation and is compatible with all other iCapital applications and services.
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