Streamline advisor workflows with AI-powered agents, built for scale

Manual onboarding, credit, and repapering drag down client experience and advisor productivity. Uptiq’s AI agents handle the heavy lifting—so your team can focus on what matters most.

Deliver Bespoke Client Experiences & Streamlined Workflows

Deliver personalized client experiences while automating manual work. Uptiq adapts to your workflows—so you scale faster without changing how you operate.

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So Uptiq Makes It Easy

Built for scale-up and enterprise RIAs, Uptiq uses agentic AI to automate the full credit workflow—starting with Intake. No new logins. No advisor retraining.

No overhaul. No disruption. Just real results, fast.

From Intake to Monitoring - Streamlined, Structured, and Secure

Uptiq handles the highest-friction workflows behind the scenes—so advisors stay focused on client outcomes.

Client Onboarding App

Digital intake, e-agreements, and document collection.
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50%

Faster onboarding with near-zero compliance gaps

30%

Faster first-look turnaround

0%

Less back-and-forth with applicants

Loan Placement App

Matches clients to custom loan solutions via AI-powered workflows.
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55%

Equips advisors to compete with bulge brackets and be clients’ first call for credit

20%

More consistent decisions

35%

less manual audit prep

Book Transition App

Repapers clients, reads and files documents, syncs to CRMs
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40%

Speeds advisor transitions by 40% and protects AUM

30%

Less time on covenant checks

100%

Stronger borrower/member relationships

Built for Your Stack

We integrate with Orion, Tamarac, Redtail, Wealthbox, Envestnet, and your DMS—so Uptiq fits seamlessly into your current ecosystem.

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Why Wealth COOs Choose Uptiq

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Free Ops teams from repetitive non-value tasks
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Custom Fit: Agents built around your existing workflows—no rip-and-replace required.
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Rapid Deployment: Launch in weeks using our no-code AI workbench.
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Scalable & Future-Proof: Extend functionality as your firm grows and regulations evolve.
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Domain Expertise: Leverage decades of wealth-management and AI experience on your team.
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What Our Clients Are Saying

“Uptiq’s book transition application saved our Ops team HOURS of repetitive work —while giving advisors a great first experience.”

chief operating officer
$5B RIA

350+

Clients

4500+

AI Builders

100+

Integration Partners

Ready to Agentify Your Advisor Workflows?

See how Uptiq can help you move faster, reduce risk, and scale smarter.