The deal includes the acquisition of Simon Markets, the platform’s allocation analysis and portfolio construction tool designed to evaluate how structured investments and/or annuities may fit in a portfolio.
Following the recent acquisition of US multi-issuer structured products platform Simon Markets by asset and wealth management fintech iCapital, SRP spoke to iCapital’s chairman and chief executive officer Lawrence Calcano (pictured) about the deal which will bring enhanced education and bolster iCapital’s servicing capabilities aimed at wealth managers and financial advisors. We're focused on providing a full technology infrastructure for advisors to get access to institutional-qua