WealthIQ

Convert Prospects and Impress Clients with the Proposal Generating capabilities offered by Informa Investment Solutions.

Informa Investment Solutions has recently launched a premium upgrade of its investment proposal generation software, WealthIQ, to address the changing needs of clients and the high expectations of prospects. And WealthIQ does it all with unmatched power, ease and simplicity.

With WealthIQ, Brokerages, Bank Trusts, Investment Consultancies, Money Managers and Plan Sponsors have a web-based asset allocation and investment planning proposal generation system that produces insightful and persuasive presentations. What’s more, because the solution is so configurable, it can accommodate and conform to every firm’s business and compliance rules.

Accelerate Client Acquisition

WealthIQ will enable your advisors to profile clients, develop asset allocation strategies, construct portfolio blends, research and analyze strategies, compare products, and produce presentations. Workflow efficiency is quickly achieved with the user-friendly format.

It’s this simple: WealthIQ gets results. It helps your advisors win more business with persuasive presentations.

Your advisors can use WealthIQ to present investment research and analysis, and to provide personalized investment proposals to their clients and prospects. When you equip your sales force with an efficient workflow solution for delivering insightful investment recommendations based on sound research and analysis, prospects become clients more quickly.

Improve Performance and Efficiency

You can quickly deploy WealthIQ throughout your enterprise because of its easy-to-use interface and intuitive navigation.

WealthIQ can assist in pushing research time downstream efficiently so your advisors can spend more time developing business opportunities. Advisors can profile the client’s investment goals and risk tolerance to determine an appropriate asset allocation model and then refine it within sponsor-approved constraints. They can quickly compare the performance of a recommended strategy to the client’s current portfolio or to other portfolios, based on your approved content. With aggregated data at your advisors’ fingertips, they can produce and present product comparisons that lead to client action, offering positive results in asset production and client retention.