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Full infrastructure in one platform that lets asset and wealth managers move faster than the market

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icebrg

About Platform

icebrg
Icebrg is a platform as a service for investment managers and their end clients. It enables our business customers to improve operational efficiency and profitability, expand product offering, and digitalise their business models.
Modules & features
Portfolio management
Comprehensive portfolio overview
Model portfolios
Discretionary
Advisory
Benchmarks
Weights optimisation
Modules & features
Trading
Online market access
Model portfolio management
Bulk dealing
Multi-asset & multi-currency
Market & limit orders
Pre-order checks
Modules & features
Reporting
Comprehensive portfolio reporting
Tax reporting
Internal business reporting
Interactive charts
Near real-time portfolio information
Advanced portfolio metrics
Modules & features
CRM
Client onboarding
Investor Personality Assessment
Ergonomic messenger
Compliance
Alert & notification
Document management
Modules & features
Business management
Holistic business overview
Internal team management
Fee management tools
Fee collection accounts
Revenue statistics
Management reporting
Modules & features
Product management
Products creation tools
Compliant product distribution
Modules & features
Payments
Investment account funding
Global online payments
FX conversions
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The perfect solution for 
Multi-family officesInvestment advisorsAsset managers

The Icebrg platform creates an ecosystem for investment management, distribution, and interaction between the end clients and their investment managers or advisors.

Client relationship management
Business improvement factors
Infrastructure
Automated CRM system
Broad market access
Portfolio management suite
Use of technological advancements
Advanced reporting
White labelling
Human resources
Less back & mid office personnel
Less asset management staff
Client acquisition
Electronic on-boarding
Automated suitably assessment
Faster compliance workflows
Reduced client acquisition cycle
Investment solution
Absence of entry/exit fees
Lower execution fees
Cheaper investment solutions
Broad market access
Marketability
Reduced fees
Better performance
Improved client experience
Flexible business scalability

All-in-one
platform

CRM
Compliance
Investments
Custody
Trading
Payments
Reporting

Why Icebrg?

Icebrg shareable infrastructure means immediate improvements to product offering, operational efficiency and profitability of investment managers
Increase revenues
Reduce costs
Improve profit margin