RFG Advisory (“RFG”), a wealth management industry innovator, has entered into a strategic partnership with global fintech leader iCapital to expand its investment platform and simplify advisor access to alternative and structured investment solutions. Directly embedded within RFG’s ClickONE platform, the integration provides growth-oriented independent firms and breakaway wirehouse advisors with single sign-on access and unified visibility across private equity, private credit, hedge funds, and structured investments. This joint infrastructure initiative leverages advanced technology and AI-enabled innovation to reduce the operational friction, system fragmentation, and heavy administrative burdens traditionally associated with managing complex institutional-caliber assets for high-net-worth clients.
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Reflecting on the significance of this deployment, Shannon Spotswood, CEO of RFG Advisory, stated: “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.” The removal of legacy workflow silos in the integrated platform allows financial planners to grow their businesses more efficiently and also help them deal with a changing economic environment where richer families are asking for more advanced diversification of their portfolios. At the same time, this combination enables planners to handle the complexity of back-office activities, improve the balance of risk and return for their clients, and use their limited time to focus more on growth strategies and advisory relationships instead of administration.
