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. 

Gather data, 
build trust, convert efficiently and effectively.

Example from in app assessment

Frictionless planning

and investing for less
complex clients.

Simplify Financial Planning 

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.
Quickly Optimize Investments
 Quickly optimize portfolios to the clients goals, 
risk tolerance, and your investment process; 
Deliver beautiful proposals and making trading 
portfolios and other actions easy
Grow Your Business

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

Simplify Financial Planning
Simplify Financial Planning 

Align Investment Portfolio Icons
Align Investment Portfolio

Grow Your Business Icon

Grow Your Business

Growth drivers

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.

Integrates with Totum Risk