The FUTURE OF HOLISTIC WEALTH MANAGEMENT

UPTIQ's AI-powered platform enables financial advisors to source loans for their clients by intelligently matching the right loan product and the right lender and tailoring credit solutions that solve any liquidity need.
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Advisor Lending
Generative AI

MEET SAMUEL, YOUR DIGITAL COMPANION THROUGHOUT THE CREDIT JOURNEY

UPTIQ's Virtual Assistant, SAMUEL (Smart Asset Model for Underwriting and Evaluating Loans) guides financial advisors throughout the credit workflow. SAMUEL intelligently determines the client's liquidity objectives, matches the client to the right product and lender, and answers any questions an advisor (or their client) has during the process, transforming financial advisors into lending geniuses.
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Advisor Lending
ChatGPT

ON-DEMAND INTELLIGENCE THAT TURNS FINANCIAL ADVISORS INTO LENDING EXPERTS

You don't need to be a former lender or underwriter to provide intelligent credit solutions to your clients -- you just need the right platform. Powered by AI, UPTIQ puts comprehensive lending knowledge and expertise at your fingertips, giving you the ability to ask the right questions, give the right answers and position the right credit solutions to your clients, without any prior experience.
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Advisor Lending
Credit Analysis

CONFIDENTLY PREDICT THE OUTCOME OF ANY CREDIT TRANSACTION

UPTIQ determines the client's probability of approval by analyzing their credit history, income, capacity and capital position to develop a comprehensive risk profile of the client, and comparing the risk profile to lenders' unique credit requirements and ideal borrower characteristics to predict financing outcomes with remarkable accuracy.
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Advisor Lending
Financial Gateway

AUTOMATE DATA CAPTURE AND PRE-QUALIFICATION USING SEAMLESSLY INTEGRATED THIRD PARTY DATA

UPTIQ develops a comprehensive risk profile of each client and credit request, with minimal data entry required by financial advisors or their clients, by connecting to dozens of third party data sources and extracting the data we need to prequalify your clients and confidently match them to lenders who can fund their liquidity needs.
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Advisor Lending
Lender Intelligence

TAKE ADVANTAGE OF UNPARALLELED LENDER INTELLIGENCE

UPTIQ curates deep lender profiles for each lender in the UPTIQ network containing their unique credit requirements, ideal borrower characteristics, underwriting conditions and approval tendencies.  During pre-qualification, UPTIQ compares the client's credit and financial characteristics to these detailed lender parameters to match the client to lenders who will fund the client's liquidity needs with the highest degree of probability.
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Advisor Lending
Business Intelligence

LEVERAGE STANDARD REPORTS AND DATA EXTRACTS FOR BUSINESS INTELLIGENCE

UPTIQ offers standard reports in CSV format. Download reports manually or subscribe to receive user, client and deal reports automatically via email on a weekly, bi-weekly or monthly basis.
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Advisor Lending

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