Bring onboarding, compliance and reporting into one continuous client and advisor experience — across web and mobile.
What you get
Real-time view of portfolios, performance and activity
Secure, white-labelled experience across web and mobile
Full advisor visibility across client portfolios and interactions
Reporting, documents and communication in one place
Clients and advisors working from the same underlying data
Reduced manual work across reporting and client servicing
The challenge
Reporting is disconnected from client and advisor workflows
In many firms:
Reporting is delivered separately from onboarding and client workflows
Clients receive static reports with limited interaction
Advisors lack a consistent, real-time view across clients
Communication happens outside the reporting environment
Data is spread across systems and formats
This creates friction for clients and limits advisor effectiveness.
One experience for clients and advisors
IQON connects:
Onboarding and lifecycle data
Portfolio data and performance reporting
Client-facing web and mobile portals
Advisor views across all clients and portfolios
Document distribution and access
Secure client–advisor communication
Clients and advisors work from the same data — not separate systems or reports.
Operational control
Manage users, permissions, branding and workflows across your organisation — all from one controlled interface.
Connectivity
IQON integrates with portfolio management and financial systems and connects to leading data providers such as Bloomberg, Refinitiv, MSCI, Sustainalytics and ClarityAI.
This ensures accurate, consistent and up-to-date data flows directly into the reporting experience.
Why IQON
Extends client lifecycle workflows into the client and advisor experience
Combines reporting and interaction in one platform
Provides a consistent view across clients and portfolios
Reduces manual processes and fragmented systems
Trusted by 500+ firms