For Advisors

Engage your clients

Investors have a voice, iconik helps them exercise it.
New York Times
Business Insider

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.

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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.

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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.

Ready to see it in action?

© 2022 by Iconik Securities, Inc. ("iconik")


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