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 focused
  • 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.

New Super Fund Reporting – It’s on the Way!

APRA has launched multi-year projects to upgrade the breadth, depth and quality of its superannuation data. APRA has received significant (and somewhat negative) media coverage during and since the Hayne Royal Commission, but has been carefully planning major upgrades...

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ASFA Conference Day 3 Wrap Up

The final day of the ASFA conference started with speeches from the key superannuation regulator and the Minister for Superannuation.  The conference hall was full of attentive delegates and Helen Rowell and Jane Hume made important announcements justifying that...

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ASFA Conference IQ Day 2 Wrap Up

Change is the only constant. It’s a theme that permeates through all sectors and for the superannuation industry, it’s certainly not just about regulatory change. Super Funds and providers are in the midst of transforming their service models for their respective...

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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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