Key Features


The battle between compliance and productivity has raged for far too long, so we developed a tool to help firms be more compliant than ever before, in a fraction of the time. Welcome to a world where compliance is a part of your business success.


ICON has been developed following years of first-hand experience in the financial services industry. We have built our platform on the back of features that we know will be valuable to you every single day. By combining our proprietary software solution with access to our constantly growing network of complementary services, ICON offers advisors more than ever before, regardless of the size of your organisation.


The ICON solution is more than a piece of software designed to power your company. ICON is a dedicated partner, as determined to see your business succeed as you are. Our platform is constantly evolving as the result of our unending desire to match our customers’ needs with the latest market trends. Joining the ICON Family guarantees that your business will forever be at the cutting edge of the financial industry.  


Your customer’s mind is prime real estate and if you are not occupying it, then someone else is. Utilising innovative customer segmentation tools, social sentiment analysis, and creative automated campaigns, ICON is geared towards keeping you front and centre. The system includes a streamlined ‘lead nurturing’ process, automated reporting, significant event emails, and review-date reminders. With the ICON system, you will never miss an opportunity to better serve your customers.


xRM is the next evolution in relationship management. At ICON, we harness the power of advanced data gathering techniques and machine learning to ensure that every insight possible is generated from all relationship data on the ICON network. This knowledge is then deployed across the platform, guaranteeing that each person is treated as an individual. The best part is that it all happens without you needing to lift a finger.


How well do you really know your business? With the ICON platform, you can take advantage of sophisticated business intelligence algorithms which draw on the wealth of live data captured by the system. With ICON, your business decisions benefit from the power of detailed customer knowledge.