ICONOMI Advisors

Upgrade your financial advisory business with an elite crypto investments platform.

WHO IS IT FOR

Tailored for Financial Advisors

Independent financial advisors seeking a robust client management solutions for crypto assets.

Financial teams needing streamlined client onboarding processes.

Advisors who prioritize compliance with AML and KYC regulations.

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EFFORTLESS ACCESS TO COPY TRADING

Pre-made and Custom Portfolio Strategies

Utilise our pre-made index or actively managed portfolio Strategies created for all risk appetites.

You can distribute your clients’ funds to an index Strategy that follows the (sub)market or any combination of passive & active Strategies you wish. 

Utilise our sophisticated tools to compose clients’ portfolios in line with their investment goals and risk appetite.

Main Benefits and Features

Efficient client Onboarding

Quickly integrate new clients with our comprehensive onboarding solution, designed specifically for financial advisors.

Advanced Client Management

Manage your entire client base on a single platform, enhancing communication and service delivery.

Ensure Compliance with Ease

Stay compliant without the hassle. Our software ensures that all cryptocurrency investments adhere to the latest regulations.

Efficient client Onboarding

Quickly integrate new clients with our comprehensive onboarding solution, designed specifically for financial advisors.

Advanced Client Management

Manage your entire client base on a single platform, enhancing communication and service delivery.

Ensure Compliance with Ease

Stay compliant without the hassle. Our software ensures that all cryptocurrency investments adhere to the latest regulations.

See all features

Frequently asked questions

What makes ICONOMI’s solution fit for financial advisors?

As a financial advisor you can easily oversee your clients’ cryptocurrency portfolios, combining client management, communication, compliance, and portfolio optimisation in one tool.

How is compliance ensured?

All necessary AML, KYC, transaction monitoring checks are performed automatically, integrating seamlessly into your client onboarding process to ensure all regulations are met without interrupting your workflow.

Will my clients see my brand or ICONOMI?

Both setups are possible. The chosen setup depends on your licensing status.

Can I manage both traditional and crypto assets?

Our platform is specialised for cryptocurrency assets. It offers the flexibility to manage crypto assets, providing a comprehensive and real time overview of your client’s digital portfolio.

Connect with a Specialist Today

Discover how our platform can transform your financial advisory service. Contact us to learn more and see it in action!

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