Streamlining the investment conversation, from analyst to client.

A single platform for your analytics and investment proposal generation.


A Picture is Worth 1,000 Words

Analysis that goes beyond the style box for the efficient analyst and the effective sales team.


A single lens for every holding

Analyze private assets and SMAs alongside your liquid assets for a complete picture of risk.


factorE is Now Part of iCapital

We are pleased to announce that iCapital has acquired the factorE risk analytics platform.

In factorE, chief investment officers, research analysts, and advisors now have a tool that analyzes the risks of various underlying factors for traditional and alternative strategies. Since its launch, factorE has become a recognized leader in the risk analytics world.

We are proud of the accomplishments of factorE and, in contemplating its future, carefully considered the ideal partner to build upon its success, ultimately choosing iCapital.

factorE and iCapital have long shared a common mission of providing advisors access to comprehensive educational and evaluative tools which bring ease and efficiency to the investment process.

iCapital is an innovative and client-centric financial technology firm committed to driving access and efficiency in alternative investing for the asset and wealth management industries. Their technological capabilities make iCapital uniquely qualified to build upon the value that factorE provides.

What will change for factorE clients?

The factorE tool will remain available throughout the transition, without interruption. Team members who have been essential to factorE’s accomplishments will join iCapital and continue to contribute to its ongoing development and your success.

If you need assistance

Please continue to reach out to the factorE team or should you have any questions about iCapital, please reach out to your iCapital Relationship Manager, the help line at 212-994-7400 or [email protected].

Welcome to the iCapital Family. We look forward to serving you!

FactorE is only servicing existing clients at this time.

Alternatives? No Problem.

factorE is a portfolio analysis tool built to handle complex multi-asset portfolios with alternative strategies. Understand your risks and make informed changes with a single easy-to-use interface.

Powerful. Easy.

Get useful information on your portfolios’ factor exposures, both current and historical.


Sync, drag and drop, or manually


Assets, Accounts, Portfolios


Any two items


Customized PDFs

Institutional Quality at a Fraction of the Cost

Analysis tools built to handle multi-asset portfolios are tens or hundreds of thousands of dollars a year and require significant fixed investment. factorE gives you what you need without the up-front hassle or five-figure price tag.