Key Features


As we are working day in and day out with the latest technology, we are committed to channel this technology into the development of financial tools to assist you in the sales process. These tools are constantly updated and added to your disposal as and when the technological capabilities come out. Current tools in production include a streamlined FNA, BNA and an advisor-centric robo-advisor.


Free access to ICON’s portal. This is the platform which allows you to shorten the distance between yourself and the provider. The portal grants you access to a CRM system, data storage, insightful analytics, live notifications support and portal training and automated reminders.


We facilitate the opening of new contracts under the providers to which we are partners.


We understand the need to have somebody to hold accountable, and the importance of having a human behind all the tech, therefore we have specialist consultants who are at your beck and call to help assist with any further knowledge or extraordinary situations.


We provide a streamlined process through the portal to assist you in servicing your existing clients as expediently as possible


The battle between Compliance and productivity has raged on for far too long so we developed a tool to help firms be more compliant than ever before, in a fraction of the time.


From the uploading of applications to the point the case issues, we are the link notifying you along the way.


You can execute quote requests for our relevant provider partners. This is a result of systems integration - allowing a far more efficient quotes experience.


Utilizing innovative customer segmentation tools, social sentiment analysis and creative automated campaigns, ICON is geared towards keeping you front and center. The system utilizes a streamlined ‘lead nurturing’ process, automated reporting, significant event emails and review date reminders. With the ICON system, you 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.