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We’re excited to work with UPTIQ, which will enable us to proactively offer a wider selection of loan products to wealth management firms and RIAs. Integration with the Advisor Lending Platform also provides us with greater efficiencies by streamlining the entire offer and approval process end–to–end.
Chief Lending Officer
UPTIQ Broadens Access To Financial Intelligence and Loan Products For Wealth Managers and Advisors
CardRates.com outlines the benefits of UPTIQ's Financial Intelligence Platform in helping RIA's provide holistic wealth management services.