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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

Try MICAP for FREE, or sign up from as little as £30 per month

 

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

Learn more

Quickly and easily access up-to-date valuations on your clients’ tax-advantaged investments in one place

Learn more

What our users have to say about MICAP

“Using the MICAP platform has significantly advanced on our processes and efficiency in this area of advice, for the benefit of our clients.”

– Ross Cameron APFS, HFS Milbourne

“We use MICAP’s expertise to supplement our own procedures when choosing appropriate products in the alternative investment space. The MICAP Fund Finder then makes it easy for our advisers to access the agreed panel and all supplementary due diligence documents.”

– Michael Chaplin-Kelly, Group Support Manager, Fairstone

“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