Offer Lending Like a Pro — Without Losing AUM

Uptiq enables RIAs to recommend and manage loan solutions directly from their dashboard — backed by AI, white-glove service, and a curated network of top lenders.

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Turn Liquidity Requests Into Retention Opportunities

Pain Point Framing

Clients ask about loans

You risk losing AUM

Banks push for deposits

The process is slow and complex

Solution Framing

Recommend loans with confidence

Retain client assets under management

Manage everything from prequal to approval — in minutes

Recommend loans with confidence

Retain client assets under management

Manage everything from prequal to approval — in minutes

What RIAs Love About Uptiq

AI-Powered Needs Assessment

Ask a few questions — our platform does the rest

100+ Loan Products

From bridge loans to reverse mortgages to tuition loans

Real-Time Prequalification

Know if a client qualifies — instantly

Loan Matching Engine

AI picks the best-fit lenders so you don’t chase options

Client-Friendly Experience

Transparent, fast, and branded around your firm

Asset-Friendly Lending

Clients get funds without cashing out their investments

Lending Use Cases You Can Support

Ready-Made Tools for Advisors

Prebuilt client pitch decks

Lending explainer videos

Sales enablement materials

Advisor loyalty & rewards dashboard

Alerts and automated status updates

“I used to avoid loan conversations. Now I lead with them — because Uptiq has my back.”

— Partner, $850M RIA firm

Offer Lending With
Confidence.

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