Icebrg

Your investments, in one place. View portfolio holdings, valuations and trading history, with secure access on the go.

Icebrg is a platform-as-a-service for discretionary wealth managers, advisers and their clients.

Stay on top of your portfolio wherever you are. Icebrg gives you a clear, near-real-time view of the accounts, with the detail you need.

WHAT YOU CAN DO IN THE APP

• Portfolio overview — see all of your accounts in one consolidated view. • Near real-time balances — watch your valuations update through the trading day. • Asset allocation — understand how your wealth is split across asset classes, sectors, geographies and currencies. • Trading history — review every trade and related information. • View CRM records and documents.

DESIGNED FOR HOW YOU LIVE

• Biometric sign-in — Face ID and Touch ID for fast, secure access. • 24/7 access — check in on your wealth anytime, from anywhere. • Built for iPhone — clean, professional design that puts your information first.

BANK-LEVEL SECURITY

Your data is protected with strong encryption in transit and at rest, multi-factor authentication and continuous monitoring. Biometric credentials never leave your device.

WHO IS THE APP FOR?

The Icebrg app is for existing clients of investment managers, wealth advisers and multi-family offices whose services are delivered on the Icebrg platform. You will need login credentials issued by your adviser firm to access the app.

ABOUT ICEBRG

Icebrg is a London-based wealthtech company providing cloud-native platform technology to investment managers, wealth advisers and multi-family offices. Icebrg Limited is the technology provider; regulated investment services are provided by your authorised adviser firm, which is authorised and regulated by the Financial Conduct Authority (FCA).

IMPORTANT

The Icebrg app is an information and viewing tool. It does not itself provide investment advice or execute transactions, and your use of the app is subject to the terms of your agreement with your adviser firm.

The value of investments can fall as well as rise, and you may get back less than you invested. Past performance is not a reliable indicator of future performance.

Questions? Visit icebrg.co/support or email info@icebrg.co.