Time-Saving

Every aspect of the ICON platform is engineered to reduce the burden of doing business in a digital economy, allowing you more time to do the things that matter most to you.

Empowering

The ICON platform is designed to empower financial advisors by providing the digital backbone necessary to see your business flourish in the modern economy.

Partnership

Partnering with ICON means a tailored, end-to-end digital solution that suits your business needs and ensures that you are always abreast of the latest industry advancements.

Prosperity

ICON is built on the philosophy that if you succeed, we succeed, and we are committed to working with our partners to build digital solutions for sustainable long-term prosperity.

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: