Iconik provides a voting technology platform that enables financial advisors to offer personalized shareholder voting aligned with their clients' values. This solution addresses the demand for values-aligned investing by allowing clients to influence corporate governance through tailored voting options and impact reporting.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors face increasing demand from clients for investments that align with their personal values, but lack scalable tools to offer personalized shareholder voting options. Traditional proxy voting processes do not allow for individual customization, leaving clients feeling disconnected from corporate governance decisions.
Solution
Iconik provides a technology platform that enables financial advisors to offer personalized shareholder voting experiences to their clients. The platform, powered by "smart ProxyTech," allows advisors to customize voting options to match each client's specific values and preferences. Clients gain meaningful choices in proxy voting, directly connected to their deeply-held values, while advisors can differentiate their services by offering values-aligned investing. Impact reporting showcases how clients' voting power is exercised on topics they care about, enhancing transparency and client engagement.
Target Audience
The primary target audience is financial advisors seeking to meet the growing demand for values-aligned investing and differentiate their services through personalized shareholder voting options.
Features
- **iconik VoteForge:** Empowers clients with meaningful voting choices connected to their values.
- **Customization at Scale:** Allows advisors to offer highly personalized shareholder voting.
- **Advisor Branding:** Options for shaping the client voting experience by adding firm branding.
- **Topic Selection:** Advisors can choose specific topics for client engagement.
- **Default Voting Configuration:** Advisors can configure default voting options.
- **Impact Reporting:** Shows how voting power is exercised for topics clients care about.
- **Prism:** Compares a client’s voting profile against a fund’s voting record.