RFG Advisory Expands Advisor Access to Alternatives and Structured Investments Through iCapital® Partnership
Integration into RFG’s ClickONE platform streamlines advisor access and enhances the client experience
RFG Advisory (“RFG”), an innovator in the wealth management industry dedicated to helping independent financial Advisors build their business without compromise, today announced a strategic partnership withiCapital1, the global fintech company shaping the future of investing. The integration expands RFG’s investment platform with streamlined access to alternatives and structured investment solutions designed to help Advisors serve high-net-worth clients with greater efficiency.
RFG is accelerating growth across new Advisor channels, including breakaway wirehouse Advisors and growth-oriented independent firms seeking more sophisticated investment capabilities, operational flexibility and platform support. As high-net-worth households increasingly seek access to alternatives and structured solutions, iCapital enhances RFG’s ability to support Advisors with complex client needs while helping them scale more efficiently.
RFG Advisors will gain streamlined access to private equity, private credit, hedge funds, and structured investments through a connected experience designed to reduce complexity and operational friction. Embedded within ClickONE, the integration provides single sign-on access and unified visibility across investment solutions, helping Advisors spend less time navigating disconnected systems and more time serving clients. The collaboration also reflects RFG and iCapital’s shared focus on building a more intelligent, frictionless Advisor experience through modern technology infrastructure and AI-enabled innovation.
