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.