UPTIQ Broadens Access To Financial Intelligence and Loan Products For Wealth Managers and Advisors

February 23, 2023

Written by: Sean Roderick

Edited by: Lillian Guevara-Castro

In a Nutshell: UPTIQ connects wealth advisors and their clients to a complete set of financial services products, providing greater access to holistic wealth management. The company helps advisors protect assets under management (AUM), grow client wealth and produce added revenue. UPTIQ’s Financial Intelligence Platform transforms investment experts into financial heavyweights by using data analysis and AI to accurately match, curate and achieve top financing solutions for their clients.

When it comes to loan origination and serving clients’ needs, financial advisors typically have to get creative and manually shop around for the best options.

Financial advisors can be presented with any number of challenging situations, whether it’s to help a client finance their child’s tuition, purchase a vacation home, or acquire a working capital loan for a business.

These advisors may call any available loan officer. But because financial advisors are not lenders, they don’t know which lenders are best suited to solve their client’s financing problem or offer their clients the most favorable terms.

Liquidating investments costs five to seven times more than financing, which accounts for lost earnings and capital gains taxes. So for clients who prefer not to tap into their investments, there needs to be a better way.

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