What we do

IconiQ is a leading portfolio administration service that empowers financial advisers to effectively manage their client's investments. Our intuitive user experience, advanced features, and global technology partnership set us apart as a top platform solution.

Through IconiQ, advisers have access to a wide range of investment options, including managed funds, managed accounts (coming soon), direct shares, ETFs and term deposits. Our platform also offers flexible account structures, comprehensive portfolio reporting, and tax positions and statements. Plus, with majority of transactions completed electronically, our digital experience ensures high levels of service and productivity.

The Investment Platform is an Investor Directed Portfolio Service (IDPS) that supports investment or non-superannuation money. The IDPS structure is also the legal structure for the administration of assets for self managed superfunds.

The Superannuation platform will launch in late 2024, providing a comprehensive offer for advisers.

To learn more about how IconiQ can benefit your business, please contact our sales and onboarding team at clientsupport@iconiqwrap.com.au.