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Become a partner
iCapitals has developed strategic partnerships with some of the finest investment businesses to leverage investment knowledge and to enhance clients experience. These partnerships allow us to serve our clients better and to provide world-class value.
As an Introducing Manager (IM) or Referring Associate (RA) with iCapitals, you will receive a wide array of tools designed to help you continue to be successful. Our Backoffice Manager lets you see quickly and easily the status is of all your client's accounts.
It also allows you to generate commission and investing reports for all of your clients. We also provide free content for your website, including; live tickers, banners and give you a link to a customized Welcome page.
With Congress poised to make mandatory CMA registration of all IM's operating in the US, we are encouraging that all our IM partners be registered and comply with the regulatory bodies in their country of operation.
White Label with iCapitals
White labeling enables you to lease one of two popular iCapitals Live Invest platforms under your own designation. This frees you from having to have platform support and accounting personnel that you would traditionally need.
Our White Label program allows you to offer your clients the same benefits that have helped iCapitals revolutionize the retail capital management industry. It was developed to allocated block investors places from a master account. Its power lies in its ability to give all sub-accounts the same open and close value as the master account.
Benefits include an advanced investing platform that offers professional quality charting, a library of indicators and capital management systems, the ability to hedge, real time streaming news, customized parameters, the ability for client log-ins for individual account viewing plus daily, weekly or monthly reports, to generate reports for one or multiple sub accounts over specific time periods, automatic investing activity emails to clients daily and monthly and much more!
Getting Started is Easy
Personalizing your platform: The white label personalisation process includes having your company name, logo and slogan on the platform and a welcome page for your clients.
Monthly charge: By the end of the third month, there is a monthly charge of $220
Set up costs: $5,000 USD. This is due upon the pre-approval of your application and prior to the project scheduling.
If you have questions about our partnership program, please connect to the support center and submit your query to our Partners Deartment.
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