“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.

adviser orientated advisor orientated
adviser orientated cost effective
complete transparency complete transparency
technology driven technology driven

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.

login to your unique account
login to your unique account
risk profile your client
risk profile your client
select optimal solution
select optimal solution
generate investment proposal
generate investment proposal
How it Works slide 1

Benefits to Advisor

How it Works slide 2

Our Solutions

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