AI is not a feature - it is the operating model. icebrg automates the cognitive work that keeps investment managers & advisers from scaling
Our AI continuously evaluates a portfolio composition, including but not limited to performance drivers, asset allocation and risk exposures. It turns complex data into clear insights so investors can quickly understand what matters, what is changing and why
Ask complex questions and receive answers in seconds: "Show me all client portfolios where cash exceeds 10%" or "Show clients with >20% equity" or anything below
AI-powered fundamental & quantitative screening across the securities universe
AI-driven risk assessment, factor analysis, optimisation suggestions across all client portfolios
Automated client briefings with portfolio changes, attribution, suggested talking points
Generate personalised client emails matching your firm's tone and branding
From a simple question to portfolio insights. See how the conversation unfolds.
Find the information you need across your client portfolios, in one conversation
Watch the Copilot launcher open
