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