iQuantifi is a RoboPlanner™ enabling institutions to provide scalable, goal-based digital advice--comprehensive planning and investments--to all your customers. Our software platform integrates your products into actionable recommendations to help your customers achieve their goals while generating highly qualified leads for your institution.

We start with what your customers are trying to accomplish. College savings? Retirement? A new car? Debt elimination? Whatever the goals, our mission is to provide the advice and investment vehicles needed to achieve them all.

Our advice is goal-based. iQuantifi continues to update the advice given as life changes, applying what is suitable according to your customers’ unique needs and resources. The end result is a real-time, comprehensive, personal financial planner that integrates with your system.