The
Intelligently
Simple Platform

The new superannuation and investment platform developed on globally leading technology, providing advisers and their clients an easy-to-use feature rich platform at a very competitive price.

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Global Scale and Stability

IconiQ has been developed in partnership with FNZ, the leading global wealth management platform, with over $2 trillion dollars in assets under administration across 30+ countries. Our partnership provides IconiQ access to global scale, support, and ongoing development to deliver the best adviser and customer experience.

Low fees

 

 

Our simple pricing structure with no minimum or standing fees makes IconiQ very competitive and particularly attractive for family groups.

  • Flat administration fee
  • No minimum fee or per account fees
  • Family and related party aggregation

Great user experience with rich functionality

IconiQ has all the features and functionality you need to set up and manage your portfolio.

  • Digital onboarding
  • Trading
  • Supports a range of account structures - individual, company, trusts, SMSF
  • Broad range of investments – funds, equities, term deposits, managed accounts
  • Comprehensive reporting – portfolio holdings, asset allocation and performance
  • Client portal

Access quality investment managers

Our investment governance team ensures that our investment menu provides you access to leading domestic and global managers.

  • ASX listed securities
  • Managed funds
  • Managed accounts
  • Cash options / term deposits

Efficient and
human

 

At IconiQ we recognise that service and administration are as important as the technology. Most of the time you want to transact online however there are times you need to speak with a human to help resolve an issue. That’s why service is at the centre of what we do.

  • Majority of transactions are digital / straight through processed
  • Service workflow to see status of transactions online
  • Speak to a human between 8:30am and 7:00pm

Demonstration

DEMONSTRATION

Register as an adviser

  • Licensee registration
  • Adviser registration
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Talk to us

  • Sales team
  • Service team
CONTACT

Testimonials

The perfect balance of people, technology, and value for financial advisers and clients.

Simon Green, Director, Ascents Financial Services

I am really enjoying the efficiencies that the platform offers me and my clients, due to the digital processes used. It’s saving everyone time and leading to good client outcomes.

We like the simplicity of the product and the ability to have a full investment menu at such a competitive price. Most solutions in the marketplace right now require product upgrades, additional application forms, new accounts opened and higher fees to pivot between investment options, IconiQ allows my client to have an account for life without the expense and hassle.

Anthony Foy, Senior Financial Planner, Collective Financial Partners

The service level and professionalism of the IconiQ team really is a breath of fresh air, particularly at a time where competing platforms are directing advisers and our clients to live chat and not taking phone calls, the IconiQ team answer the phone and provide exceptional service and follow up.

Daniel Irving, Director & Principal Financial Planner, Collective Financial Partners

Finding the right super and investment product for my clients can be challenging, but this new offering from IconiQ ticks all the boxes.

I get a full and comprehensive range of investments to meet any risk profile and investment need you can imagine. And all this with some of the sharpest and transparent pricing I have seen.

Most importantly, the support team is outstanding.  They work alongside me every step, providing clear guidance and prompt answers to my questions. Their commitment gives me confidence and peace of mind.

This IconiQ product delivers real value, flexibility, and support for myself and my clients.

Craig Franklin, Principal & Financial Adviser,  Auxilium Direct