How it Works

Advisors whose portfolios include stocks and mutual funds - for example in separately managed accounts - can use iconik to engage, attract, and retain clients.

1

Create profile

Advisors or clients create personalized voting profiles using iconik VoteForge, a system of adaptive microsurveys organized in sixteen topical areas. Weigh in on the issues that matter and skip the ones that don’t. You can use intelligent voting defaults to easily broaden a profile’s coverage.

2

Enable

When you’re ready, flip on auto-voting and iconik does the rest. Users choose how involved they want to be…everything from “set it and forget it” to monthly summaries or notifications for important votes.

3

Get reports

iconik visualizes how each portfolio’s voting power is being exercised to support the investor’s values, reporting impact in the areas investors have identified as important. For example: shareholder proposals on climate change that passed, or directors elected (or defeated).

Options for Advisors

Option 1

Client-directed

Clients create their own personalized voting profiles.

Option 2

Advisor-directed

Advisors create a voting profile for their firm, which covers proxies for all client accounts.

Option 3

Hybrid model

Advisors create a voting profile for their firm, but invite select clients to create their own customized profiles that override the default.





© 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).


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