External Asset Managers
Icebrg provides more than custody and brokerage services to External Asset Managers — a full operating platform for client onboarding, portfolio management, trading, operations, and product distribution.
Book your smaller ticket clients at Icebrg custody
Onboard and custody smaller-ticket clients on the icebrg platform without the overhead of legacy infrastructure — with full portfolio visibility, reporting, and operational support from day one
Client onboarding and business management
- 01
Straightforward and automated client onboarding process
- 02
Secure storage and management of the information and documents about your private bank clients and clients booked at Icebrg custody in one place
- 03
Client relationship management tools
- 04
Reporting and business analytics
- 05
White-labelled client portal and portfolio reports
- 06
Internal team management
Portfolio management & online trading
- 01
Aggregated view of your client portfolios held at private banks and in the Icebrg’s custody in one place
- 02
Online trading for your clients held at Icebrg custody and generation of orders for your clients held at private banks’ custody
- 03
Streamlined request approval from all affected clients with one click
- 04
User-friendly and efficient order management suite
- 05
Personalised client portfolios managed efficiently at scale
- 06
Built-in advanced portfolio management tools in a user-friendly environment
Operations
- 01
AuM-based or flat fee structures for each of your managed portfolios
- 02
Embedded tools to initiate cash or securities transfers
- 03
Customisable client portfolio reports
Product management
- 01
Creation, management and distribution of your investment products to selected clients via an embedded content management system
- 02
Access to Icebrg-driven products on the portal