advisor orientated
cost effective
complete transparency
technology driven
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.
We make managing compliance, investment management and client information simple and streamlined, so you can focus on your relationships.
Our automated platform includes a robust dashboard so you always know what's going on with your clients' portfolios.
Invest your clients' assets in one of IQ’s Advisors investment solutions, combining alpha generating active strategies with low cost passive ETF’s.
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.
We can achieve significantly greater efficiencies through technology, creating a great experience for both the client and the adviser.
