“Know what you own and why you own it"
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.