Wealth Management IQ Group

Wealth Management

IQ Group understand the extended Wealth Management and Financial Services Industries and the competitive environment in which they exist. We focus on maximising our client’s competitive advantage through meeting each of their challenges.

The Wealth Management industry faces significant challenges in today’s highly regulated and competitive environment. To stay in front, Wealth Management providers must perform across key focus areas including:

  • Reducing cost through enhanced efficiency
  • Ensuring regulatory and legal compliance
  • Becoming more customer focussed
  • Risk management

Our highly specialised team of professionals are renowned for their expertise in wealth management. We offer a range of consulting services, project services and managed services including:

  • Implementing Regulatory Change
  • Business Requirement Consulting
  • Data Quality Remediation Services
  • Transitions Migration Consulting
  • Platform Services Consulting

WANT TO KNOW MORE?

Let’s talk about how our specialist knowledge can help transform your superannuation and wealth management processes.

Or call +61 (0) 3 9225 4000

IQ Group Superannuation Wealthmanagement

resources & events

If you want more industry insights or news on upcoming events, click the links below to visit our blog. We post regular news on everything from legislative changes and trends to Superannuation events and IQ Group updates.

What Makes a Smooth Transition?

Six Tips for Running a Smooth Superannuation Fund Transition Project. Superannuation fund transitions come in many shapes and sizes. This could include changing funds (successor fund transfers), changing administrator, changing administration platform or any...

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What APRA’s New Tough Approach Means For Super Funds

Super funds have just one year to justify their existence under tough new rules just released by the Australian Prudential Regulation Authority (APRA). APRA will be using these new rules to target underperforming funds and drive increased fund mergers. APRA is not...

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CUSTOMER SPOTLIGHT

“We elected to work with IQ Group as we had the confidence that they could deliver to our specifications and pressing deadline. Every dealing with them was exemplary – from the motivated team members to the project management and identification of issues and delivery.”

Stuart Brown, Operations Manager, StatewideSuper

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