The Wealth IQ Platform is an AI-powered workflow and operations platform designed specifically for wealth management firms.

The platform helps advisers, operations teams and compliance functions work together more efficiently by automating manual processes and coordinating workflows across the client lifecycle.

Wealth IQ's initial focus is onboarding, suitability and client operations. The platform automates document requests, client information gathering, workflow tracking and operational coordination, helping firms reduce delays, improve consistency and enhance client experience.

The platform integrates with existing CRM and wealth management systems, allowing firms to benefit from AI-driven automation without disrupting existing technology investments.

Core capabilities include:

• Client onboarding workflows
• KYC and identity verification support
• Suitability process support
• Workflow orchestration and task management
• Client communication support
• Adviser productivity tools
• CRM integration
• Audit-ready workflow records

Wealth IQ is designed around a human-in-the-loop model. Advisers remain responsible for recommendations and client outcomes, while the platform automates administrative and operational work that would otherwise consume valuable time.

The result is a more scalable operating model, faster client servicing and improved adviser productivity.