Pull your clients closer with an iconik proxy voting experience.
“Using iconik, small shareholders could [have] the same clout as a large institution.”
“iconik makes the process of investors voting their shares easier, and helps investors leverage their holdings in shareholder campaigns.”
Introducing: VoteForge™
A powerful, adaptive engine for creating voting rules based on individual values and preferences. Build firm-branded voting profiles for clients to choose from, or allow clients to create their own profiles
Advisors using iconik do not need to assume authority to vote on behalf of their clients, and are therefore not subject to fiduciary duties related to proxy voting.
Learn how your customers think about key social, environmental and governance issues. Use these insights to grow your business.
iconik helps firms and wealth managers stand apart through customized proxy voting to match each client’s preferences and values.
iconik hosts shareholder campaigns on the issues people care about, like climate change and data transparency. Clients can use the voting rights attached to their shares to support campaigns, joining with a single click.
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© 2022 by Iconik Securities, Inc. ("iconik")
iconik is not a registered broker-dealer. The information provided by iconik does not constitute advice or a recommendation to buy, sell, or hold securities. All investments involve risk; the past performance of a security or financial product does not guarantee future results or returns. With any investment in securities or financial products, there is always a risk of losing money. Investors should be aware that system response, execution price, speed, liquidity, market data, and account access times are affected by many factors, including market volatility, size and type of order, market conditions, system performance, and other factors. These risks are to be assumed by the customer.
Iconik Securities, Inc. and Alpaca Securities LLC ("Alpaca") are not affiliated and neither are responsible for the liabilities of the other.
Technology is offered by Iconik Securities, Inc.
Brokerage services are provided by Alpaca Securities LLC ("Alpaca"), member FINRA, a wholly-owned subsidiary of AlpacaDB, Inc. Clearing services are provided by Velox Clearing LLC (Velox) and Vision Financial Markets LLC (Vision). All three are members of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash) per customer. Explanatory brochure available upon request or at www.sipc.org.
This is not an offer, solicitation of an offer, or advice to buy or sell securities, or open a brokerage account in any jurisdiction where Alpaca is not registered (Alpaca is registered only in the United States).
⋆ Fractional shares may not include voting rights.
⋆⋆ Relevant regulatory fees may apply
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