skip to main content
Close Icon We use cookies to improve your website experience.  To learn about our use of cookies and how you can manage your cookie settings, please see our Cookie Policy.  By continuing to use the website, you consent to our use of cookies.
Global Search Configuration

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

Financial Intelligence: latest

Free analysis

Any questions?

Would you like to request sample data or analysis from Informa Financial Intelligence? 

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

Related products

Some of our other top solutions are itemized below. For our full suite, please see Products & services

PIQ | Financial Intelligence


Create fast, reliable, third party-verified performance reports for client presentations.

Key benefits:

  • Dedicated data management team
  • Investment monitoring and risk analytics
  • Enhanced communication
CSIQ | Financial Intelligence


Get data automatically transferred from PerformanceIQ and create robust composites for reporting.

Key benefits:

  • Time-saving automation
  • Fully flexible reports
  • Easy report exporting
PSN | Financial Intelligence

PSN Enterprise

Unlock a universe of investment information, analytics and tools with the largest Separate Account database.

Key benefits:

  • Logic function
  • Presentation designer
  • Hybrids system