What we do

 

IconiQ is a leading portfolio administration service that empowers financial advisers to effectively manage their client's investments and superannuation. 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, direct shares, ETFs and term deposits. Our platform also offers flexible account structures, comprehensive portfolio reporting, and tax positions and statements. Most transactions are processed electronically, and 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 super funds. 

IconiQ Super Wrap offers an end-to-end superannuation experience for advisers and their clients with accumulation, transition to retirement (TTR) and pension. 

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