Engage your clients

Investors have a voice, iconik helps them exercise it.

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Advisors with clients

Beyond ESG

Investments + Values

Clients increasingly want their investments to match their values. iconik helps advisors meet demand through personalized, automated shareholder voting.

Go to client experience



Engage, attract, and retain your clients with the platform built to deliver personalization at scale.

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Fresh Insights

iconik delivers a powerful advisor dashboard with actionable data for deepening client relationships and driving engagement.

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Why iconik?
Build deeper, more durable relationships.
Stand apart, win new accounts, and grow AUM.
Pull your current clients closer with a best-in-class experience.
Ready to see it in action?

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