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Advisors using ICONOMI save 10+ hours a month, reduce operational costs, and increase AUM by up to 50% in their first year.
ICONOMI
Wealth
All in one platform.
For you.
Launch under your brand with our white-label platform. Wealth managers and financial advisors get a customised experience that reflects their firm's identity.
Save 10+ hours/month with automated rebalancing software and performance reporting tool.
Portfolio Management Solution (PMS)
ICONOMI Wealth empowers your portfolio managers to easily build, scale and customise portfolios on behalf of its clients.
Execution Management Solution (EMS)
Algorithmically execute orders across 10 trade venues to optimise price discovery for clients in and out of the market.
Bankruptcy Protection.
Client assets are in secure custody, providing complete bankruptcy protection.
COMPETITIVE EDGE
We set apart from the competition
A specialized platform that empowers you to manage your clients crypto assets confidently, knowing you’re fully compliant.
FEATURES
ICONOMI Does the Heavy Lifting
Why are the Smartest Wealth Managers and Financial Advisors Moving to ICONOMI Wealth?
Most platforms slow you down. Ours speeds you up. As a modern, technology-driven TAMP, we give independent financial advisors and wealth managers the power to:
Build, brand, and monetise custom model digital asset portfolios for every client type.
Automatically trade across multiple crypto exchanges with our investment management software.
Generate investment proposals, tax reports, and real-time dashboards with ease.
Maintain full compliance through FCA/MiCA.
Manage your clients with the client dashboards, customisations & rules.
Your clients can monitor their crypto investments via the client portal.
ABOUT ICONOMI
Long-Standing Company
Iconomi has been around since 2016, is registered with the FCA since 2021 and is preparing for compliance with the Markets in Crypto-Assets (MiCA) regulation in Europe.
