For Advisors
Engage your clients
Investors have a voice, iconik helps them exercise it.
Beyond ESG
Clients increasingly want their investments to match their values. iconik helps advisors meet demand through personalized, automated shareholder voting. Go to Client Experience.
Differentiate
Engage, attract, and retain clients with the platform built to deliver personalization at scale.
Fresh Insights
A powerful advisor dashboard with actionable data for deepening client relationships and driving engagement.
Why iconik?
Engage
Build deeper, more durable relationships.
Attract
Stand apart, win new accounts, and grow AUM.
Retain
Pull your current clients closer with a best-in-class experience.