Expand your investment horizons.

STRATEGIQ Invest is an adviser-directed portal that has taken the complexity out of investing, to bring financial advisers and ultimately their clients the transparency and simplicity they deserve.

STRATEGIQ INVEST

The STRATEGIQ Invest advisor portal equips sophisticated advisers with a modern, easy-to-use, white-labelled user interface. The automated platform is specifically aimed at advisers who prefer personalised investment solutions for their clients.

Our modern, user-friendly dashboard is customised to fit your brand.

We’ll incorporate your corporate identity to make it distinctly your own.

ADVISOR ORIENTATED ADVISOR ORIENTATED
COST EFFECTIVE COST
EFFECTIVE
TECHNOLOGY DRIVEN TECHNOLOGY DRIVEN
COMPLETE TRANSPARENCY COMPLETE TRANSPARENCY

Benefits to Advisor:

  • We make managing compliance, investment management and client information simple and streamlined, so you can focus on your relationships.

  • Our automated platform includes a robust dashboard so you always know what's going on with your clients' portfolios.

  • Invest your clients' assets in one of STRATEGIQ’s risk-profiled investment solutions, combining alpha generating active strategies with low cost passive ETF’s.

  • Our modern, user-friendly dashboard can be used as is, or customize it to fit your brand. We'll incorporate your logo to make it distinctly your own.

  • We can achieve significantly greater efficiencies through technology, creating a great experience for both the client and the adviser.

Advisers play an important role in clients’ achieving their long-term financial goals.

STRATEGIQ Invest enables sophisticated advisers to interact with their clients through a series of questions to analyse their risk and find the best way to achieve their client’s goals.

Our smart risk-profiled investment solutions then go to work to create a personalised investment strategy.

CONTACT US to learn more

How it works:

The STRATEGIQ Invest advisor portal equips sophisticated advisers with a modern, easy-to-use, white-labelled user interface.

The automated platform is specifically aimed at advisors who prefer personalised investment solutions for their clients.

It’s simple: login to your account, determine your clients risk profile, select the recommended investment solution, set your fees and generate a proposal for your client. The STRATEGIQ Invest advisor portal assists and supports the end-to-end investing experience, providing unrivalled pricing, speed and service, ensuring that your clients come first.

Login to your unique account
Risk Profile your client
Select Optimal Solution
Generate Investment Proposal