RFG Advisory announced a strategic partnership with iCapital that expands access to alternative investments and structured products through RFG’s ClickONE platform. The integration is designed to provide independent financial advisors with streamlined access to private equity, private credit, hedge funds, and structured investment solutions while reducing operational complexity.
The partnership comes as RFG accelerates growth among breakaway wirehouse advisors and independent firms seeking more sophisticated investment capabilities. Through a single sign-on experience within ClickONE, advisors will have unified access to a broader range of investment solutions, allowing them to spend more time serving clients and growing their businesses. The collaboration also reflects both companies’ focus on building AI-enabled, technology-driven platforms to support wealth management professionals.
RFG said it selected iCapital as part of its strategy to enhance advisor capabilities without increasing complexity. The partnership follows several recent initiatives by the firm, including the launch of ClickONE, its investment in Zocks, and the appointment of former Envestnet executive Jim Patrick to its board of directors. These efforts are aimed at providing institutional-caliber capabilities to independent advisors and helping them better serve high-net-worth clients.
Founded as a fintech platform for alternative investments, iCapital services nearly $1.2 trillion in assets globally and supports more than 3,400 wealth management firms and 130,000 active financial professionals. The company leverages artificial intelligence and machine learning to streamline investment lifecycle processes and simplify access to nontraditional investment products.
KEY QUOTES:
“The future of wealth management belongs to firms that can deliver institutional-caliber capabilities without creating more complexity for Advisors. iCapital has played an important role in expanding access to alternatives and structured investments, which aligns closely with RFG’s vision for the Advisor experience. Together, we are creating a more connected, intelligent and frictionless platform that helps Advisors serve sophisticated clients, operate more efficiently and focus more time on advice and growth.”
Shannon Spotswood, CEO, RFG Advisory
“The firms gaining momentum today are creating more connected, scalable Advisor experiences. As we continue to expand into new channels, including the wirehouse breakaway space, Advisors need sophisticated alternative investment and structured solution capabilities available directly through the platform.”
Ed Swenson, President, RFG Advisory
“We are excited to partner with RFG as they continue to build a more connected, intuitive experience for their Advisors. As demand for alternatives and structured investments grows, our platform provides the infrastructure, access, and intelligence advisors need to simplify complexity, manage strategies more effectively, and deliver better client outcomes at scale.”
Gary Gallagher, President, iCapital