Digital account opening
Fast, convenient client onboarding process
Platform as a service to make your investment management business better and tech savvy
Your firm, your rules — unified account opening, trading, portfolio management, AI tools, client fee management, and reporting in one place
An operating system built
for independent firms
Icebrg gives independent investment managers, advisers, and external asset managers the same custody, trading, portfolio management and reporting infrastructure the largest players keep to themselves - as one platform, without the price tag or the rollout that comes with it
Learn moreOnline trading
Access the board universe of equities, ETFs, Mutual Funds and fixed income securities
Assets transfers
Initiate the assets transfer digitally and track the process
Fee management
Customise, automate, and charge on terms that work for you and your clients
Reporting
Advanced branded reporting for your clients
Portfolio management
Highly scalable model portfolio functionality, including automated rebalancing
White-labelled client portal
Work with your clients under your brand
Your Copilot, in action
From a simple question to portfolio insights. See how the conversation unfolds.
ICEBRG AI
Ask. Understand.
Act with clarity
Find the information you need across your client portfolios, in one conversation
- 1Ask a question
- 2Let Copilot think
- 3Get clear answers
icebrgWorkspace Clients
Watch the Copilot launcher open
The perfect solution for:
Independent Investment Managers
Managed portfolio service with broad market access at your fingertips
External Asset Managers
One portal, every custodian: your portfolios, your reporting, your brand - from supported private banks and Icebrg custody into a consolidated view
Investment Advisers
Icebrg platform supports advisory portfolio management workflows for investment advisers and wealth managers
We’ve done the hard part for our clients
A client opens an account. You build their portfolio, place trades and report on performance. Each step is connected to the next.
Icebrg brings your client records, investment tools and day-to-day operations into one working environment
Your team can spend less time moving information between systems and more time acting on it
B2B client product
B2B client product
Regulatory
Asset Management
Support
Operations
Execution
Custody