Investment Advisers
The icebrg platform supports advisory portfolio management, administration, and wealth management workflows — giving advisers and their clients consistency and transparency across the full client lifecycle.
Let your clients drive and run their portfolios
Your clients can have advisory and execution only portfolios on the Icebrg platform. Let your clients drive and run their execution only portfolios from your white-label portal - start or retain a relationship with execution only mandate.
Client onboarding and business management
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Straightforward and automated client onboarding process
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Client relationship management tools
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Reporting and business analytics
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White-labelled client portal and portfolio reports
- 05
Internal team management
Portfolio management & online trading
- 01
Built-in advanced portfolio management tools in a user-friendly environment
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Highly scalable model portfolio functionality, including automated rebalancing
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Personalised client portfolios managed efficiently at scale
- 04
User-friendly and efficient order management suite
Operations
- 01
AuM-based or flat fee structures for each of your managed portfolios
- 02
Embedded tools to initiate cash or securities transfers
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Customisable client portfolio reports
