Make your advice practice leaner and your clients happier.

Designed for the new era of financial services simplicity, our solutions help you harness the power of automation and compliance.

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Choose the right solution

NQ Invest
NQ Portfolio is our regulated investment platform product operated through an IDPS-like legal structure.
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NQ Direct
NQ Direct is our managed account offering for advisers and their clients who wish to hold their assets directly in a broker and bank account.
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NQ Super
NQ Super is a retail superannuation platform designed to deliver the same flexibility as a Self-Managed Superannuation Fund (SMSF)
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NQ CRM
NQ CRM is a Customer Relationship SaaS application which incorporates a Practice Compliance Solution (PCS)
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NQ  Pension
NQ Pension is a retail superannuation platform for members moving to the pension phase
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Whatever your specialty, find the right solution for your needs.

REAL-TIME PORTFOLIO INVESTMENT REPLICATION

Replicate investment strategies across selected investor types automatically

CLEAR, TRANSPARENT, EFFICIENT

A centralised data source with straight-through processing

COMPLIANCE MANAGEMENT MADE EASY

Fast and cost-effective automated solutions to financial compliance

Get Clients Set Up In Hours, Not Weeks

Fact-finding, risk tolerance, digital client agreements and recurring payments – all from a single dashboard. Onboard removes the hassle, letting you do what you do best.

Quantum Leap Your Delivery Of Financial Solutions

Create investment strategies, dynamically generate reports and collaborate with clients at every step. Plan integrates seamlessly with your existing tools and processes, super charging your advice.

A Client Experience For The Digital Age

Simply send new clients an email invite that guides them through an easy process to create their online portal to your firm, managing everything from messaging to document sharing.

New Era Of Wealth Management Platforms .

Our approach is both collaborative and straight forward: we help you simplify and streamline your processes to deliver a first-class service to your clients. A single, centralised data source and straight-through processing (STP) provide clarity, transparency and efficiency

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