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WealthIQ is a web-based SaaS (Software as a Solution) investment advisory sales and planning system.
It allows advisors to profile their clients and prospects, develop suitable asset allocation strategies,
construct portfolios, educate themselves and their clients with regards to product offerings,
create investment plans and investment policy statements, and provide intuitive and compelling proposals.
Learn more.
The new WealthIQ Advisor Practice Management module improves an advisor's ability to effectively manage
and grow their client relationships. The module offers advisors a wealth management solution providing an
efficient means of taking action using best practice workflows to better address their clients' needs.
The Advisor Practice Management module adds three specific capabilities:
- Book of Business - The Book of Business set of views enable advisors to quickly assess
the need to address developing issues with their clients' portfolios that might require action or client
notofication. It also provides for pipeline management by tracking prospects and share of wallet.
- Advisor Team Concept - In addition to WealthIQ's comprehensive support of roles and
entitlements, Informa has added the ability to import user, team and account access definitions and
automatically provide entitlements accordingly.
- Client On-Boarding - This integration feature links WealthIQ's workflows with a
wealth management firm's downstream systems for client on-boarding, portfolio construction and benchmarking
and target management. Out-of-the-box adapters are available for existing Informa clients that use
Performer, Scorecard and ComplianceIQ. A generic adaptor is available for in-house system connectivity.
WealthIQ now allows an advisor to mark assets as illiquid in order to include current holdings of
an investor portfolio construction purposes.
Accounts and positions can now be imported from Performer, allowing for comparison of the current
asset allocation and portfolio to a proposed plan in WealthIQ.
Choose products across different programs or from multiple approved lists to include in a proposal.
Frame your analytical presentations with supplemental materials to better connect with your clients.
Profile the investor, develop an asset allocation strategy and generate an Investment Policy Statement (IPS)
along with all pages related to asset allocation without having to construct a proposed portfolio.
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