Time-saving

Run your business more efficiently off a single, powerful platform.

Digitally-empowering

Ensure your business model is ready for the next generation of digital financial services.

Business partnership

Run your business independently, but with all the support Icon offers.

How it works

SIGN UP

We’re rolling out Icon in successive phases so we can best tailor our service to the needs of individual advisors. Get in touch and let us know you’re interested in Icon and we’ll sign you up for the next set of activations.

STRATEGIC CONSULTING

As part of the process of coming on board, the Icon team will meet with you to help articulate or develop a strategy for your business. This ensures that you are ready for the next generation of financial services, and will enable you to make the best use of our offering.

INTEGRATE YOUR BUSINESS

Your business will then have access to the power of the Icon platform, with the ability to leverage off the advanced functionality it offers. You remain in complete control of your information, we just help to make the process as smooth as possible.

GET STARTED

With Icon supporting your business, and a renewed strategy to ensure that you’re ready for the future of financial services, you’re all set to advance your world.

Our network of collaborative partners: