Business introduction
The lending platform for holistic advisors
Whether its money to buy a new home, start a new business or fund working capital, UPTIQ's turnkey technology enables financial advisors to connect their clients to a network of lenders who can fund any liquidity objective
UPTIQ connects wealth advisors and their clients to a comprehensive set of financial services products, making holistic wealth management a reality. We help advisors protect their AUM, grow their clients wealth and generate additional income.
The UPTIQ Financial Intelligence Platform turns investment experts into financial superheroes using data analytics and artificial intelligence to carefully match, curate and fulfill the best financing solutions for their clients, putting decades of financial expertise at their fingertips.
UPTIQ Solutions
UPTIQ Advisor Lending
Product Matching Automatically match the right loan products that best suit your client's liquidity objectives. Prequalification Ensure your client meets the minimum credit parameters required by potential lenders. Lender Curation Match your clients to lenders who will fund your client's liquidity objectives with the highest degree of probability. Application Submission Submit loan applications electronically to selected lenders......
