MassMutual and iCapital Launch Comprehensive Platform for Alternative Investments and Annuities

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MassMutual, in partnership with iCapital, has introduced a new integrated technology platform to enhance access to alternative investments, structured notes, and annuities for financial advisors associated with MML Investors Services, MassMutual’s independent broker/dealer and investment adviser subsidiary.

The expanded relationship with iCapital now includes access to structured investments and annuities via single sign-on capabilities. This integration allows advisors to efficiently analyze and manage their complete book of business, providing insights into the entire lifecycle of brokerage and fee-based annuities. The iCapital lifecycle management tool also facilitates sophisticated analytics for reallocating investments.

“Investor interest in diversifying beyond traditional 60/40 portfolios has grown, making access to a diverse suite of alternative investment funds, structured investments, and annuity products crucial for better portfolio construction,” said Steve Houston, head of iCapital Solutions. “iCapital’s platform, coupled with our analytics tools and educational resources, enables wealth managers and fund managers to modernize their operations and offer a superior digital investment experience to advisors and their clients.”