www.iconikapp.com Open in urlscan Pro
2606:4700:20::681a:742  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Group
Who we serve
Products
Partners
Resources
Login
Get started

Who we serve
Products
Partners
Resources
Login
Get started
For Advisors


TAP INTO THE FUTURE

iconik’s smart ProxyTech helps advisors meet the growing demand for
values-aligned investing.

Create Advisor Account
Go ahead, check it out. No payment required until you add clients.





CUSTOMIZATION AT SCALE

Personalization meets automation

“Consumers don’t just want personalization, they demand it.” — McKinsey Next in
Personalization Report
Iconik’s voting technology allows advisors to offer highly personalized
shareholder voting to match each client’s values.



Check out this quick preview





CLIENT EXPERIENCE

Meaningful Choice

iconik VoteForge empowers clients with choices that are meaningful, because they
are clearly connected to a deeply-held value or goal.



Check out this quick preview







DIFFERENTIATE

Built for advisors

On iconik, advisors have powerful options for shaping the client voting
experience by adding their firm branding, choosing topics for client engagement,
and configuring default voting options.



Check out this quick preview





DATA

Reports that tell a story

It’s time to shine a light on Voice and Choice in proxy voting. iconik’s impact
reporting shows how voting power is exercised for the topics clients care about.



Check out this quick preview







INNOVATION | INSIGHTS

Exclusive for Advisors: Prism



Easily compare how a client’s voting profile stacks up against a fund’s voting
record.
A powerful demonstration of how your managed account services align client’s
values with their investments in ways that funds do not.





Check out this quick preview




Ready to see it in action?
Book a demo

© 2023 by Iconik Securities, Inc. ("iconik")

Contact usTerms of usePrivacy policy