Key features and functionality

The IconiQ Investment Wrap combines a rich set of features and functionality with an easy-to-navigate, intuitive user interface making it easy for advisers to manage their clients’ portfolios.  

We understand that a platform is more than technology, and the best platforms have a highly skilled and efficient administration team combined with a dedicated customer service team to support you whenever you need help. 

Our design philosophy is to have as many of the business processes and functions digitised utilising straight-through processing which is efficient and reduces errors. 

The IconiQ platform has a range of features: 

Digital onboarding for all account types including: Individual accounts, joint accounts, company, trusts and Self-Managed Super Funds. 

Online transition service: To transfer cash or in specie transfer of assets. 

Broad range of investments:  Cash, Australian equities, wholesale managed funds, exchange traded funds, managed accounts (coming soon),  and term deposits. 

Efficient trading and order pad: Buy and sell equities, managed funds, managed accounts (coming soon) and term deposits. 

Payments: Conduct deposits and payments with ease via direct debit. 

Portfolio reporting: Sophisticated reporting including portfolio valuation, portfolio performance, transaction listing, realised and unrealised capital gains. 

Model portfolios: Set up and manage your own model portfolios for efficient administration of investments.  

Tax: Management of tax parcels and generation of annual tax statements. 

Automated strategies: Utilise automated drawdown and reinvestment strategies to effectively manage your cash balance. 

External assets: Register and monitor external assets, stay informed with up-to-date valuations, and collaborate with your adviser and accountant for a unified investment approach. 

SMSF support: Manage your SMSF on the IconiQ Investment Platform using a corporate or individual trustee structure. 

No minimum investment: Open your IconiQ Investment Wrap account and gain immediate online access upon registration.