Grow Your Practice.
PlanIQ is an end-to-end platform that allows advisors to convert, on-board, and manage clients. The difference: It offers the critical financial planning and investment tools that advisors need to serve clients that may not be ready for a more complex financial plan. This may include prospects, smaller clients, and emerging wealth.
We offer an easy way to segment services for smaller clients and manage those clients in a way that frees up time without sacrificing the quality of your services. All with the flexible tools you need so that you can focus on your core clients and continue to grow your business.
Collaborate with prospects
in real-time to build rapport.
build trust, convert efficiently and effectively.
and investing for less
Engage less complex clients—younger and smaller—with incremental financial planning. Use flexible modules that allow you to give confident answers to specific questions in minutes.
Leverage lead generation capabilities to grow your pipeline. Use the platform as a sales enablement tool to convert new clients.
Frictionless Planning for Less Complex Clients: PlanIQ offers an easy way to offer simple modular financial planning to less complex clients, optimize their investments to achieve their personal goals, and use planning to grow your AUM. PlanIQ let’s you offer the services your less complex clients deserve while giving you time back to focus on your most complex, profitable clients and grow your practice.
How it works
Grow Your Business
Manage small client relationships with more efficient financial planning and client service
Engage investors in real-time planning to build trust
Convert more clients by answering their first question first and driving action
Increase client satisfaction and increase referrals
Attract future clients by answers the questions they are seeking answers to: lead generation by us & by you
Embedded Risk Profiling from Totum by TIFIN
Don’t settle for a basic risk scoring, use Totum’s multidimensional risk platform, enabling you to build holistic and personalized portfolios while minimizing compliance risk.