Contents
Introduction
To streamline your workflows between Tamarac and iCapital, Tamarac provides single sign-on access to the iCapital Alternative Investments Marketplace. The SSO connects your Tamarac platform to the iCapital platform, where you can streamline tasks like onboarding, investment execution, reporting, and data management within your existing tools.
With this integration, you can access to the following through iCapital:
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Private market investments, hedge funds, defined outcome solutions, and other alternative products.
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Independent investment research and operational due diligence on investments offered through iCapital.
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Educational materials about the broader alternative investment universe.
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Structured solutions offerings.
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And more.
This article provides details about how to use single sign-on to access iCapital from the Tamarac platform.
For more information about other alternative investment provider integrations, see Learn More About Alternative Investments Integrations.
Enablement
Before you can access SSO, contact Tamarac Account Management and request an addendum.
There is no cost to configure the SSO or access the iCapital Marketplace.
Access iCapital from Tamarac
To open iCapital from the Tamarac platform, under your user profile, select iCapital Alternative Investments. You’ll only see this link when the feature is enabled.
The first time you launch, establish the link between Tamarac and iCapital:
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If you are a new member, follow the steps to create a new user on the platform.
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If you are an existing member, enter your username and password.
You won't have to enter your iCapital credentials the next time you open iCapital from Tamarac.