Investors have a voice, iconik helps them exercise it.
Investments + Values
Clients increasingly want their investments to match their values. iconik helps advisors meet demand through personalized, automated shareholder voting.
Go to client experienceDifferentiate
Engage, attract, and retain your clients with the platform built to deliver personalization at scale.
Fresh Insights
iconik delivers a powerful advisor dashboard with actionable data for deepening client relationships and driving engagement.