Proxy voting, built for advisors.
Most proxy voting tools weren’t built with advisors in mind. iconik is simpler to run, reports more clearly, and costs a fraction of the price. When a client wants a say, you can personalize their votes.
- Represented by the owners and managers we vote for
- $160B+
- Global meeting coverage, researched and voted
- Every market
- Per meeting, however many accounts hold the stock
- $18
- Keep your custody relationships as they are.
- Every custodian
Featured and cited by
Why advisors vote for their clients, and why more should.
Personalized proxy voting shows clients you care about the issues that matter to them.
1 in 3advisors vote for their clients
- Represent client preferences47%
- Differentiate the practice27%
- New ways to connect with clients27%
Sources: iconik analysis of thousands of Form ADV Part 2 filings; Vanguard survey of 722 financial advisors, March 2025.
Clients want to vote. Most find it too hard.
About 3 in 5 investors with more than $1M in investable assets say they would take part in a voting choice program. Clients receive a steady stream of ballots, each backed by a long proxy statement, and most go unvoted. When clients have questions, they call you.
Source: Vanguard, 2025.
A client’s proxy inbox
- AppleAnnual meeting · 11 proposalsVOTED
- ChevronAnnual meeting · 14 proposalsVOTED
- ResMedAnnual meeting · 6 proposalsVOTED
- Meta PlatformsAnnual meeting · 13 proposalsVOTED
- AmazonAnnual meeting · 17 proposalsVOTED
- Western DigitalSpecial meeting · 3 proposalsVOTED
No change to your Form ADV
You don’t need to take on voting authority. You pay for iconik, and the client receives the benefit and controls their own voting policy.
Assign a policy in seconds to automate every vote.
Try it out below: Pick a client, drag in the policies they chose, and set the order. Sample votes update as you go.
Follow voting policies · The Lin household
Drag to reorder. Policies higher in the list are considered first.
With the keyboard, focus a policy’s handle and use the up and down arrow keys to move it.
- 1.The Lin household’s policyCustom rules built with the clientConsidered first.
- 2.Climate focusSupports credible transition plansChecked if the policies above don’t yield a vote.
- 3.Firm defaultLong-term value · covers every topicChecked if the policies above don’t yield a vote.
How the Lin household’s next ballot is voted
Click a row to reveal the rationale.- See whyThe Lin household’s own rule votes against directors when women hold less than 30% of board seats. This board is below that level.
- See whyClimate focus supports shareholder requests for credible transition plans. Clear targets help investors assess how a company manages long-term climate risk to its business.
- See whyThe firm default supports the pay plan. Most pay is tied to multi-year performance targets.
- See whyThe firm default supports declassification. Annual director elections are associated with stronger accountability to shareholders.
Independent: we don’t work for issuers.
iconik doesn’t contract with the companies its clients vote on.
Every vote backed by peer-reviewed research.
Each policy position carries a rationale with verified citations, so the voting record stands up under review.
You’re in charge of the client experience.
Vote for all clients or opt clients in one at a time. You can give individual clients access to the Investor Portal for full control. If not, they never need to log in.
See how it would work with your clients.
Book a demoClear reporting that tells a story.
Generate a report whenever you need one, for a single client or for your whole firm. Each one shows how voting power was used, with your logo on the cover.
- Prepared for
- The Lin household
- Prepared by
- Uncapped Advisors
- Period
- 7/1/25 to 6/30/26
- Independence29%
- Compensation28%
- Governance21%
- Climate change10%
- Director responsiveness6%
- Independence: proposals passed9
- Compensation: proposals passed1
- Governance: proposals passed1
File Form 13F?
Investment managers who file Form 13F must report their say-on-pay votes to the SEC every year on Form N-PX. iconik makes it easy: filing materials are ready days after the reporting period ends, leaving weeks to review and file.
- XML, CSV or XLSX
- Every account included
- Files retained
We keep it simple: $18 per meeting.
You pay once for each shareholder meeting, however many client accounts hold that stock.
Three client accounts
- AAPL
- MSFT
- CVX
- AMZN
- AAPL
- MSFT
- META
- AAPL
- CVX
- NVDA
- RMD
- AAPL
- MSFT
- CVX
- AMZN
- META
- NVDA
- RMD
- Unique stocks across all client accounts
- 200
- Price per meeting
- × $18
- Total
- $3,600
Assumes one annual meeting per company. The number of client accounts doesn’t change the price.
Votes execute through Broadridge, BetaNXT, and Proxymity.
Typical transition period: 2 to 3 weeks.