Icebrg platform provides you with the advanced toolkit for a fully fledged Managed Portfolio Service
Portfolio management
Run model portfolios, client portfolios, securities selection, risk alignment, and rebalancing tools in one managed portfolio workflow
Whatever your investment style is, Icebrg stands here to support it in sophisticated settings
Manage bespoke client portfolios across equities, ETFs, mutual funds and fixed income securities
Access a broad range of securities in different currencies
Implement the personalisation your clients want: create custom portfolio models and manage them at scale
Keep your clients invested, risk-aligned, and on-track using manual or automated rebalancing options