Icebrg is engineered to automate and streamline your workflows in a digital savvy setting. So you can spend more time building and developing relationships with your clients
Operations
Automate daily operational workflows, transfers, client reporting, fee setup, and business processes from the Icebrg platform
Initiate transfers from other institutions via the portal - we'll handle the rest
Experience an advanced client reporting branded to your needs and corporate identity
Set up discretionary and/or advisory fee structures, schedule them as required and assign to client portfolios. Apply AUM-based and/or fixed and/or flat fee structures.
