Regulated processes stall between participants, not inside them. IQON gives every step an owner, a deadline and a dependency — across colleagues, customers, owners, signatories and external advisers.
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.
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 inefficiencies and limits advisor effectiveness.
One experience for clients and advisors
IQON connects onboarding, portfolio data and client interaction in one system:
Onboarding and lifecycle data
Portfolio data and performance reporting
Client-facing web and mobile portals
Advisor views across clients and portfolios
Document distribution and access
Secure client–advisor communication
Clients and advisors use the same data — not separate systems or reports.
Operational control
Manage users, permissions, branding and workflows across your organisation — from one 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
Every step belongs to a named person, internal or external. Nothing sits in a shared inbox.
A step that needs an earlier answer waits for it, then opens automatically.
Processes run in the order the obligation requires, not the order things happen to arrive.
Chasing happens without anyone having to remember to chase.
Overdue steps move up. Silence is not a resting state.
Where a case stands, and who it is waiting on, at any moment.
The same view across the whole book, for partners and compliance leadership.
Who did what, when and on what basis — recorded as it happens.
Generic workflow tools let you model anything, which means someone has to model everything. IQON is built around regulated relationships, so workflows can use compliance concepts such as beneficial ownership, periodic review and risk reassessment directly.
Every task attaches to the relationship record. When the process finishes, the record is current and the evidence is complete — there is no separate step where somebody writes it all up.