Agent

Proposal Generation Agent

Create Better Investment Proposals in Less Time

Gather prospect information, analyze portfolios and goals, identify opportunities, and create personalized client-ready proposals in minutes instead of days.

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Intake Agent

Running

150+

Institutions Trust Uptiq

Automate Proposal Preparation

Replace manual research, document reviews, and proposal creation with a unified workflow that turns prospect information into actionable insights and personalized recommendations.

Prospect & Portfolio Analysis

Build a complete picture before the first serious meeting.

Extracts insights from statements, reports, and planning documents

Analyzes portfolio holdings and asset allocation

Consolidates information from multiple sources

Opportunity Identification

Uncover gaps and opportunities hidden within client data.

Identifies planning and portfolio opportunities

Highlights tax and wealth optimization considerations

Surfaces areas for deeper advisor conversations

Proposal & Meeting Preparation

Equip advisors with client-ready materials.

Generates personalized proposal drafts

Creates meeting briefs and talking points

Organizes supporting insights and recommendations

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What Wealth Management Firms See in Practice

Faster Time to Proposal

Reduce the time required to gather information, analyze documents, and prepare recommendations.

More Personalized Client Experiences

Create proposals that reflect the prospect's complete financial picture, priorities, and goals.

Higher Advisor Capacity

Allow advisors to spend more time building relationships and less time assembling materials and presentations.

Works Seamlessly with the Rest of Your Stack

Client Engagement Agent

Helps advisors strengthen relationships through proactive outreach, opportunity detection, and personalized engagement.

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M&A / Advisor Transition Agent

Supports advisor transitions and acquisitions by organizing client information and maintaining visibility across transferred relationships.

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Integration

Designed to fit into your technology stack, not replace it.

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Documents Supported

Handles portfolio reports, account statements, planning documents, CRM records, discovery notes, investment proposals, and supporting client materials.

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Frequently Asked Questions

Ready to Turn Prospect Statements Into Growth Opportunities?

Give advisors the context, intelligence, and automation they need to create personalized proposals while spending more time building relationships and less time preparing materials.

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Watch the 4-minute product tour

Download the technical brief

Read the deployment guide

Create Better Investment Proposals in Less Time

Automate Proposal Preparation

Prospect & Portfolio Analysis

Opportunity Identification

Proposal & Meeting Preparation