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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

“Without reference to MICAP an adviser may have gaps in their analysis which may lead to a poor decision for their client and leave them open to unwelcome scrutiny by the regulator.”

-Gianni Campopiano, Principal, Foundation Financial Planning

“We have found MICAP intuitive to use and the platform has been very useful in refining our selection process of tax efficient products.”

– Steve Pine CFP, Partner, Aspire Partnership

“Not only does the fund filter help to reduce the field down to a manageable size, but the scores help to create a sense of the strengths and weaknesses of each fund which summarise a vast quantity of detail. Using this tool has helped save hours of research.”

– Stephen Yarr, McClelland Yarr