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MassMutual and iCapital Unveil Platform to Expand and Centralize Access to Alternative Investments, Structured Notes and Annuities

May 10th, 2024

Springfield, Mass. – In a move to deliver streamlined access and analytics for alternative investments, annuities, and structured investments, financial advisors affiliated with MML Investors Services (a leading independent broker/dealer and investment adviser subsidiary of MassMutual) now have access to a customized, fully integrated technology platform offered by iCapital.

“As advisors look to help clients achieve their investment goals, the addition of alternatives and other sophisticated investments can benefit portfolios in meaningful ways and is yet another ‘proof point’ in our 40+ year track record of offering access to top quality options for advisors,” said Vaughn Bowman, CFA, head of wealth management with MassMutual. “These types of investments are increasingly in demand and the time is right to expand our offerings. Having alternative products on one fully integrated platform, accompanied by the ability to drill down and understand different client exposures, is critically important to better enable advisors to deliver quality outcomes.”

Through the relationship, advisors have had access to institutional-quality alternative investment solutions, including private equity, private credit, real estate, and hedge funds. They have also had access to iCapital Marketplace, a platform featuring the industry’s broadest selection of alternative investment funds, due diligence and education resources, fund subscription processing, and third-party reporting services.

With the expansion of the relationship, advisors gain access to structured investments and annuities via ‘single sign on’ capabilities, making it easier to analyze and manage their full book of business. The iCapital lifecycle management tool for structured and variable annuities is also available to give insight into an entire lifecycle of brokerage and fee-based annuities in one centralized location and to offer reallocation options with sophisticated analytics.

“As investor interest in allocating beyond the traditional 60/40 portfolio has increased, having access to a robust suite of alternative investment funds, structured investments, and annuity products will provide more options for better portfolio construction,” said Steve Houston, head of iCapital Solutions. "iCapital’s platform, analytics tools, and advisor education resources enable wealth managers and fund managers to modernize their operational infrastructure, while providing advisors and their clients with a digital investment experience."

 

About MassMutual
MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: we help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management and retirement products and services. For more information, visit www.massmutual.com.

Securities and advisory services are offered by MML Investors Services, a leading independent broker/dealer and investment adviser subsidiary of MassMutual founded in 1981.

 

About iCapital
iCapital powers the world's alternative investment marketplace offering a complete suite of tools, end-to-end enterprise solutions, data management and distribution capabilities and an innovative operating system. iCapital is the trusted technology partner to independent financial advisors, wealth managers, and asset managers, offering unrivaled access, technology, and education to incorporate alternative assets into the core portfolio strategies for their clients.

At the forefront of the digital transformation in alternative investing, iCapital's secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $184.7 billion in global platform assets (as of March 31, 2024), the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients' existing infrastructure platform and tools.

iCapital employs more than 1,450people globally, and has 12 offices worldwide including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance including Forbes Fintech 50 for 2018, 2019, 2020, 2021, 2022, 2023, and 2024 and MMI/Barron's Industry Awards as Solutions Provider of the Year for 2020, 2021, 2022, and 2023.

For more information, visit https://icapital.com