Digital asset management is at a crossroads. As the market expands, small and mid-sized asset managers face increasing pressures—from tightening profit margins to growing regulatory demands. ICONOMI steps in as a game-changer, simplifying portfolio management with scalable, automated solutions tailored to meet these challenges. ICONOMI has taken a proactive approach to address these hurdles, creating solutions that resonate with the needs of its clients. ICONOMI offers a “pay-as-you-go” pricing model, reducing upfront costs and providing a scalable solution that grows with the client’s needs. This model has been instrumental in enabling asset managers to operate efficiently without the financial burden of maintaining expensive IT infrastructure.

ICONOMI, since 2017, is setting new benchmarks in this rapidly evolving industry. With a vision to empower small and mid-sized asset managers, ICONOMI has emerged as a trusted partner by addressing critical challenges, streamlining operations, and introducing innovative solutions. Operating with FCA registration in the UK, DNB registration in the Netherlands, and a focus on MiCA compliance, ICONOMI is not merely a service provider; it is an enabler of transformational change in financial portfolio management. The company not only provides a state-of-the-art platform but also takes on the responsibility of compliance tasks. This includes ensuring adherence to jurisdictional regulations, simplifying reporting processes, and maintaining transparency. Adding to these innovations, ICONOMI addresses the issue of asset custody—a key concern for portfolio managers. Unlike traditional systems where portfolio managers do not custody assets where they trade, ICONOMI offers a secure structure where all assets are held in bankruptcy-remote environments. In the UK, this is facilitated through trust arrangements, while in the EU, the company utilizes foundation structures. “ICONOMI was one of the first platforms to implement Deloitte-verified Merkle tree proof-of-reserve, adding an extra layer of trust and reliability,” explains Peter Curk, CEO, ICONOMI.

Automation and Efficiency at the Core

ICONOMI’s financial portfolio management solutions automate complex tasks, streamlining routine operations and allowing managers to focus on strategic decisions. With a user-friendly interface, users can restructure their crypto portfolios in just one click. The advanced portfolio management module, composed of interconnected real-time components, recalculates trades, identifies execution opportunities, and executes them using sophisticated algorithms. A robust accounting and reporting module handles mid- and back-office tasks seamlessly. This integration ensures optimal execution and automatic portfolio rebalancing. “ICONOMI’s solution delivers consistent performance without manual intervention, enhancing efficiency, reducing errors, and providing exceptional service to clients,” adds Curk.

Advanced Rebalancing and Automation for Superior Results

Automation lies at the core of ICONOMI’s portfolio management solutions. The platform incorporates a variety of automation rules that eliminate the need for routine manual tasks. Features like trailing stop-loss rules, take-profit triggers, and preset portfolio structure templates enable portfolio managers to adapt to changing market conditions with ease. Time- and price-based rules further enhance flexibility, allowing managers to tailor strategies to individual client needs. This level of automation not only simplifies operations but also ensures that portfolios remain aligned with desired structures. By continuously monitoring and rebalancing portfolios, ICONOMI helps asset managers maintain optimal performance, even in volatile markets. The result is a superior portfolio management experience that meets the demands of both asset managers and their clients.

In a crowded market of financial portfolio management service providers, ICONOMI distinguishes itself through its niche focus, innovative approach, and commitment to excellence. Unlike generalist platforms, ICONOMI specializes in digital assets, offering tailored solutions that meet the unique needs of this market. This specialization enables the company to deliver unmatched expertise and value. ICONOMI’s “platform as a service” (PaaS) model provides a comprehensive, fully licensed crypto portfolio management solution in both the UK and the EU. By offering a managed service, ICONOMI takes care of middle-office, back-office, compliance, reporting, trading, and custody tasks, allowing financial advisors and asset managers to focus on what they do best—advising clients and managing portfolios. The cost-effectiveness of this approach is another significant advantage, as it eliminates the need for asset managers to invest in and maintain their IT infrastructure.

The company’s dedication to client success is evident in its ability to address complex challenges with precision and efficiency. For instance, when an online stockbroker decided to enter the crypto space, ICONOMI enabled the business to launch within three weeks. This rapid deployment highlights the company’s ability to deliver results, even under tight timelines.

Pioneering Innovation for the Future

ICONOMI’s vision for the future is ambitious yet grounded in its proven capabilities. The company aims to establish itself as the best-in-class crypto portfolio management platform for small and mid-sized asset managers. To achieve this, ICONOMI is continually expanding its services, integrating new technologies, and exploring key alliances that can enhance its footprint. Geographical expansion is also on the horizon, as ICONOMI seeks to extend its reach to new markets. By combining its expertise with local insights, the company is poised to meet the diverse needs of asset managers worldwide. Additionally, ICONOMI is committed to remaining at the forefront of innovation, ensuring that its solutions evolve in line with industry trends and client expectations.

Creating Value Through Collaboration and Excellence

ICONOMI’s success lies in its ability to combine cutting-edge technology with a deep understanding of client needs. The company’s collaborative approach fosters strong partnerships with asset managers, enabling them to navigate challenges and seize opportunities in the dynamic world of digital assets. With its focus on affordability, compliance, and performance, ICONOMI is not just a service provider but a trusted ally in the journey toward financial excellence. As the digital asset market continues to grow, ICONOMI’s role as a trailblazer in financial portfolio management is set to become even more significant. As the company looks to the future, its focus remains clear: to empower small and mid-sized asset managers with best-in-class solutions that simplify operations, enhance performance, and create lasting value. “We are working on being compliant under MICA and DORA. After that our vision is to expand and become a leading crypto portfolio management platform in Europe,” concludes Curk.