IQ Advisor

“Know what you own and why you own it"

Peter Lynch

Welcome

IQ Advisor is an adviser-directed portal that has taken the complexity out of investing, to bring financial advisers and ultimately their clients the transparency and simplicity they deserve.

Advisers play an important role in clients’ achieving their long-term financial goals. IQ Advisor enables sophisticated advisers to interact with their clients through a series of questions to analyse their risk and find the best way to achieve their client’s goals.

Our smart IQ investment solutions then go to work to create a personalised diversified managed account solution.

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How it Works

IQ Advisor equips sophisticated advisers with a modern, easy-to-use, white-labelled user interface. The automated platform is specifically aimed at advisers who prefer personalised managed account solutions for their high net worth clients.

It’s simple: login to your account, determine your clients risk profile, select the recommended investment solution, set your fees and generate a proposal for your client. IQ Advisor assists and supports the end-to-end investing experience, providing unrivalled pricing, speed and service, ensuring that your clients come first.

risk profile your client

select optimal solution

generate investment proposal

Benefits to Advisor

1

We make managing compliance, investment management and client information simple and streamlined, so you can focus on your relationships.
2

Our automated platform includes a robust dashboard so you always know what's going on with your clients' portfolios.
3

Invest your clients' assets in one of IQ’s Advisors investment solutions, combining alpha generating active strategies with low cost passive ETF’s.
4

Our modern, user-friendly dashboard can be used as is, or customize it to fit your brand. We'll incorporate your logo to make it distinctly your own.
5

We can achieve significantly greater efficiencies through technology, creating a great experience for both the client and the adviser.

Our Solutions

StrategiQ Regulation 28 Compliant PSP

The StrategiQ Regulation 28 Compliant PSP is a multi-asset share portfolio that complies with Regulation 28 of the Pension Funds Act. It invests across 8 broad asset classes including local and offshore equity, bonds, listed property and cash. The portfolio only includes investments which fit our quality criteria with emphasis being placed on active asset allocation. The portfolio is managed on a daily basis by the portfolio manager with the objective of outperforming the ASISA South African Multi-Asset High Equity Category Average.

StrategiQ Domestic Growth PSP

The StrategiQ Domestic Growth PSP comprises of approximately 20-25 high quality local equities which fit our quality criteria with emphasis being placed on active stock selection and bottom-up fundamental research. The portfolio is managed on a daily basis by the portfolio manager with the objective to outperform the stated benchmark. At the same time, we aim to achieve this by taking equal to less risk compared to the ASISA South African Equity General Category Average.

StrategiQ Global Balanced PSP

The StrategiQ Global Balanced PSP is a multi-asset segregated share portfolio (not a fund) that invests across various broad asset classes including offshore equity, bonds, listed property and cash. The portfolio only includes investments which fit our quality criteria with emphasis being placed on active asset allocation. The portfolio is managed on a daily basis by the portfolio manager with the objective of outperforming the ASISA Global Multi-Asset High Equity Category Average.