Considering tax-advantaged investments for your clients?
With MICAP it couldn’t be easier
Save time & resources
Make researching the market, conducting your due diligence, transacting and regular reporting to your clients a quick and hassle-free experience
Advise with confidence
With over 75 factual data points on each investment plus MICAP Reviews on the funds and their managers, MICAP enables you to select objectively and advise with confidence
Add value to client meetings
Build and analyse model portfolios to show your clients multiple investment scenarios, and download white-labelled up-to-date valuations on your clients’ investments
Stay compliant
All research you undertake is automatically saved to your activity log for a clear audit trail of your advice process on your high risk EIS, VCT and BR cases
Trusted by advisers
MICAP is trusted by over 1000 financial advice and wealth management firms from sole traders to national firms, IFA networks & private banks
A complete solution
With easy-to-use digital application forms, MICAP has been designed to provide everything you need to advise on tax-advantaged investments. We’ve done all the hard work so you don’t have to
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Explore the MICAP Fund Finder's features for yourself
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Research Tools
Filter 100s of open funds by dozens of client-specific, compare them side-by-side, build sample portfolios and download reviews on the funds and their managers
Panel Support Services
Our expert Panel Consultants can help you to define a panel of EIS, VCT and BR investments for your advisers
Client Reporting
Download white-labelled quarterly valuations on each of your client’s EIS, VCT & BR investments in one place, and all data can be fed directly into back-office systems
Digital applications
Quickly and easily transact across the the tax-advantaged market with our intuitive digital application forms
Our expert Panel Consultants can help you define your panel criteria and screen the market for you each quarter
Quickly and easily access up-to-date valuations on your clients’ tax-advantaged investments in one place
What our users have to say about MICAP
“MICAP offers our members a robust research solution when advising on tax-advantaged investments.”
-Phil Carroll, Proposition Director – Wealth, Quilter Financial Planning
“Since engaging with MICAP we have not only been able to bring our ongoing service and reporting for existing clients into a comparable space with the service and reporting we provide for our more mainstream investment portfolios but the Client Reporting Service has been instrumental in securing new clients too.”
– Jane Reade, Head of Financial Planning, The Private Office
“I find the MICAP tool inhabits the sweet spot between functionality, ease of use, quality information and resource – and we would not be without it as part of our research process for alternative investments.”
-David Bashforth FPFS, Chartered Financial Planner, Belmayne IFA