Works with every brokerage
iconik works with every brokerage. We don’t collect sensitive information or require position data, and new accounts can be set up in minutes.
Voice and choice
iconik gives clients a rich toolkit for engaging with the companies they own.
#values-aligned-investing
Take stock
Every client is different. iconik VoteForge allows clients to create personalized voting profiles to match their values, engaging with issues that matter to them and skipping the ones that don’t.
Set it and forget it
It only takes minutes to create an iconik voting profile that automatically votes shares to match values across a portfolio or group of portfolios.
Clear Impact Reporting
As shares are voted, iconik reports election results, organized in the subject areas clients care about. Shareholder proposals passed, directors unseated - elections offer a clear way to understand the impact that a voting profile is having.
Smart defaults
Some clients may feel strongly about a set of issues, but want the rest of their votes to follow management’s recommendations. iconik’s Cascading Voting Rules allow clients to easily set intelligent defaults that can be overridden by more specific preferences.
Built in Transparency
You can always check how iconik is auto-voting shares, and make changes if you like.
