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Investment Management

Empower advisers and delight clients

With the modernisation of banking and wealth management, investors demand instant insights and control. With the IQON app, advisors can focus on building stronger client relationships while empowering clients with the tools to confidently manage their financial future.

Customise, integrate, accelerate

Launch your branded app faster with our customizable white-labeled solution. Seamlessly integrate our platform with your existing system and enjoy the freedom to customize your app's branding and features to align perfectly with your unique vision.

 

Seamless Onboarding

Our platform simplifies the onboarding process with integrated KYC, AML, and Risk assessment features. Highly configurable dynamic forms and a robust workflow engine allow you to tailor the onboarding experience to your specific needs while ensuring compliance with regulatory requirements.

 

On-the-go insights

Stay informed with real-time portfolio updates and actionable insights, delivered directly to your iOS or Android device.

 

More time for what matters

The IQON platform is more than data - it's about driving efficiency. Our app automates routine tasks, streamlining both client-facing and internal processes. This means less paperwork, fewer errors, and more time for what truly matters: building lasting client relationships.

Access and sign documents anywhere, anytime

Access essential documents like statements, trade confirmations, and research reports directly on your mobile device. With built-in e-signature capabilities, you can securely and easily sign documents from anywhere, streamlining your workflow and reducing paperwork.

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Why IQON

  • Automate KYC processes and sign documents digitally with bankID
  • Digitalize processes and improve the client experience​
  • Streamline client onboarding and signing processes