Automatically match clients to relevant loan products and lenders based on their needs and financial objectives.
Provide financing solutions to your clients without additional overhead; let UPTIQ do the heavy lifting.
Attract and capture new opportunities and deepen client relationships.
Discover the Superpowers you need to preserve wealth, delight your clients and grow revenue.
Enable your clients to make large purchases, fund their business activities or access cash on-demand without liquidating their assets. UPTIQ simplifies financing for advisors, giving you more ways to solve your clients financial objectives.
We know you get a lot of questions...one day it's about cash liquidity, the next is about a large purchase, then it's a client who needs working capital for a business they own or a new office building because they've outgrown their current location. We support any loan product including consumer, small business and commercial, enabling you to meet any client objective.