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.
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The IQ Domestic Conservative Portfolio is a multi-asset segregated share portfolio (not a fund) that complies with Regulation 28 of the Pension Funds Act. It invests across various broad asset classes including local 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 Low Equity Category Average.
The IQ Domestic Balanced Portfolio 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.
The IQ Domestic Growth Portfolio 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.
Bespoke portfolio's (not a fund) of domestically or globally listed securities that are personalised to the clients specific investment objectives. The portfolio is ideally suited to high net worth individuals with an investment time horizon of 5 years or longer. 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 specified benchmark.
The IQ Global Conservative Portfolio 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 Low Equity Category Average.
The IQ Global Balanced Portfolio 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.
The IQ Global Growth Portfolio comprises of approximately 20-25 high quality offshore 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 of outperforming the ASISA Global Equity General Category Average.