Learn about the newest tips and tools to help Wealth Advisors achieve sustainable growth and protect their AUM.
latest blogs & ARTICLES
Check out blog on how banks can attract high-net-worth clients through FinTech and WealthTech partnerships.
An Innovative Approach: How Banks Can Acquire HNW Clients through Fintech and WealthTech Partnerships
Learn how banks can compete with Fintechs and attract High-Net-Worth clients with efficient onboarding, personalized solutions, and the right strategic alliances. Discover how UPTIQ's intelligent AI-based loan curation platform expands lending reach in this informative blog post.
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Why security-backed loans are not a one-size-fits-all solution for your clients
SBLOC’s, The Good, The Bad and The Ugly - Part 2
This is the 2nd part of a 3 part series about security-backed loans and lines of credit. In Part 1 we examined how security-backed loans could negatively impact an advisor’s AUM. In this part we will discuss why security-backed loans are not a one-size-fits-all solution for your clients. 
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It’s Back to the Basics when it comes to Growing Deposits
How do banks grow their deposits with higher-quality customers who are less likely to leave or be repriced upward? Sometimes the simplest solutions is the best.
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