WealthIQ - Financial Portfolio Proposal

It’s the dream of your investment planning sales force – a financial portfolio proposal tool that helps them create compelling, compliant proposals fast.

WealthIQ is a huge time-saver. Asset allocation strategies, investment portfolio templates and investment plans are all easy to create. With workflow improvement and compliance monitoring, advisors can focus on client interactions.

Faster asset acquisition

As every sales advisor knows, creating financial portfolio proposals eats up time. The WealthIQ financial portfolio 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 financial portfolio 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.

WealthIQ is included on Schwab OpenView MarketSquare™. For additional information about the program or program pricing, contact us. View the WealthIQ listing on MarketSquare here.

Schwab OpenView MarketSquare™ is a service of Schwab Intelligent Technologies™ and provides consolidated ratings and reviews of technology solutions made by independent investment advisors. Unless otherwise noted, reviewed technology vendors are not affiliated with Schwab. Ratings and reviews do not express or imply any opinion or endorsement by Schwab of any participating vendor or product.