iCapital

The iCapital Connector enables advisors to securely access and explore alternative investment holdings data from iCapital directly within Claude. Using natural-language questions, advisors can quickly retrieve information about client holdings, valuations, transactions, and metrics. By combining Claude's conversational interface with data from iCapital, advisors can spend less time searching for information and more time preparing for client conversations, reviewing alternative investment holdings, and understanding holding-level performance and account activity. Important Information Access to and use of iCapital data through this connector remain governed by any agreement with, or click-through terms, platform terms of use, or disclaimers presented by, iCapital, which may be updated from time to time. Data accessed through this connector may be processed, stored, retained, or otherwise used in accordance with the third-party provider's terms and privacy policies, which are independent of iCapital. AI-generated responses, analyses, summaries, recommendations, and other outputs are produced by third-party systems and may be inaccurate, incomplete, outdated, or misleading. Such outputs are not reviewed, approved, or endorsed by iCapital and should not be relied upon without independent verification. Any output produced by third-party systems derived from iCapital data should be reviewed by a qualified professional prior to dissemination or finalization. Users are responsible for complying with any applicable disclosure requirements regarding the use of artificial intelligence. iCapital does not control and is not responsible for the operation, security, performance, availability, or continued support of this connector or any AI-generated output. Access to data, data categories, and connector functionality may be modified, restricted, suspended, or discontinued at any time.