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Accelerating the process of acquiring clients has enduring
value. When you equip your sales force with a tool for delivering
insightful investment recommendations based on sound research
and analysis, your prospects more quickly become your clients.
The tool of choice for crafting and delivering investment
proposals that convert prospects to clients is WealthIQ.
Investment professionals use WealthIQ to present investment
research and analysis and to provide personalized investment
proposals to their clients and prospects. This flexible, configurable
solution can accommodate the business rules of your organization
so that your implementation is just the right fit.
Present your organization’s services to clients and
prospects by delivering investment research and proposal generation
tools to your sales force. Enhance productivity with an investment
advisory workflow solution that offers intuitive navigation,
production shortcuts, reliable Web access and stored work
for each user.
Implement a tailored solution that gets results. Whether you
are a sponsor organization or an investment manager, WealthIQ
can help your sales force win more business with persuasive
presentations.
You decide the parameters of the qualitative and quantitative
data that advisors can access.
WealthIQ’s proposal workflow follows the investment advisory
process of profiling a client to determine goals and objectives,
assessing risk tolerance, recommending a fitting asset allocation,
developing an investment policy statement, screening and researching
investment products, constructing a portfolio, and presenting
investment recommendations.
WealthIQ offers a wide assortment of compelling, informative
pages to include in a presentation.
WealthIQ is available through enterprise license agreement.
We provide both on site installation and ASP hosting solutions.
To get started or to find out more, please contact your sales
representative, call us at 914-509-1576, or email us at sales@informais.com.
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