Investment & Platform Solutions
Introducing IconiQ: The Intelligent Portfolio Management Solution
Welcome to IconiQ, a leading portfolio administration service designed to empower financial advisers in managing their clients’ investments with ease and efficiency. Our platform stands out with its intuitive user experience, advanced features, and robust global technology partnerships, making IconiQ a top choice for advisers seeking a comprehensive platform solution.
Why Choose IconiQ?
- Diverse Investment Options: Access a wide range of investment choices, including managed funds, direct shares, ETFs, term deposits, and soon, managed accounts.
- Flexible Account Structures: Tailor account structures to meet the unique needs of your clients.
- Comprehensive Reporting: Benefit from detailed portfolio reporting, tax positions, and statements.
- Seamless Digital Experience: With the majority of transactions completed electronically, our platform ensures high levels of service and productivity.
Investment Platform
Our Investment Platform operates as an Investor Directed Portfolio Service (IDPS), supporting both investment and non-superannuation funds. This structure also serves as the legal framework for administering assets within self-managed super funds (SMSFs).
Coming Soon: Superannuation Platform
Launching in late 2024, our Superannuation platform will offer a comprehensive solution for advisers, further enhancing the services available through IconiQ.
Strategic Partnership with FNZ
IconiQ is committed to providing our clients with the most advanced and efficient wealth management solutions. That’s why we have entered a strategic partnership with FNZ, the leading global wealth management platform. With over $2 trillion in assets under administration and 650 customers across 30+ countries, FNZ’s cutting-edge, end-to-end platform is designed to deliver seamless, intelligent, and automated wealth management solutions.
Discover more about how IconiQ can transform your investment management experience.
