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Faster asset acquisition

WealthIQ | Data analysis and tools | Financial intelligence

As every sales advisor knows, creating proposals eats up time. The WealthIQ proposal generation system is designed to change that, automating much of the process and streamlining the rest.

How it works
Your sales team can use WealthIQ to:

  • Design proposals that automatically obey your organization’s business rules
  • Configure proposals to your needs and include custom content
  • Create investment policy statements
  • Add custom disclosures/disclaimers to reports

WealthIQ is a cost-effective alternative to Turnkey Asset Management Platforms (TAMPs). It’s a standalone solution, with no need for a fully integrated platform.

It’s the most customizable tool available. You can imprint your business logic directly onto the system, and give each member of your sales team the correct level of access.

How WealthIQ can help
Your sales team can accelerate asset acquisition by speeding up the proposaling process. You can be confident that advisors are recommending proper model allocations and complying with all the necessary disclosures and disclaimers.

What's included

Asset allocation

Asset allocation

Develop compliant strategies quickly.

Portfolio construction

Portfolio construction

Recommend appropriate investment vehicles.

Investment policy statements

Investment Policy Statements

Combine proposaling and Investment Policy Statements (IPS) into one easy process.

Easy report exporting

Compelling outputs for clients

Create proposals that result in higher close rates.

Any questions?

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See how our tailored solutions can help you gain a competitive advantage: 

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