Uptiq’s Wealth Suite gives RIAs and wealth firms purpose‑built agents that accelerate credit discovery, streamline client onboarding, and automate repapering—complete with embedded financial intelligence and ready‑to‑use UIs.
Purpose‑built for advisory firms managing high‑net‑worth clients, Uptiq’s agents integrate directly into your CRM and portfolio platforms, delivering real‑time insights and frictionless client experiences—without adding headcount or new logins.
Secure tailored credit offers for clients in hours, not weeks.
Smooth onboarding and repapering reduce form fatigue and NIGO errors.
Built‑in audit trails and rule engines keep advisors on the right side of regulation.
Automates KYC, risk profiling, and account setup across custodians.
Drop your laundry basket of documents in and have them rapidly be extracted, renamed, organized and stored in the right folder.
Using those docs, verify onboarding data and ensure consistent flow through all systems and applications.
Combines high-level pipeline view (Agreement Sent, Docs Pending, Compliance Review) with a list of household accounts and a side panel of actionable tasks
Packages and routes HNW credit requests (securities‑backed lines, mortgages, portfolio loans) in one click.
Gain Unparalleled Capabilities Across Lending Needs - offer 50+ loan types to your clients
Matches client needs to pre‑approved credit programs.
Use lending products to provide capital optionality
Plug into Orion, Redtail, Envestnet, Tamarac, DocuSign, and more without disrupting your stack.
Launch pre‑configured Wealth agents or tweak flows in Uptiq Workbench.
Deliver faster credit, cleaner onboarding, and painless repapering from day one.
With Uptiq as your partner, you unlock:
“Uptiq's Underwriting Agent cut our credit memo generation time by 70%. The financial accuracy is unmatched.”
Wealth managers face growing pressure to deliver personalized advice, deepen relationships, and increase efficiency — all while managing regulatory complexity and high client expectations.
Built by financial experts and powered by artificial intelligence, Uptiq’s Wealth Management AI suite supports every stage of the client journey — from onboarding and profiling to portfolio insight and client engagement.
With Uptiq’s AI-powered suite, wealth managers can grow their business without compromising quality of service.
See how Agentic AI unlocks speed, compliance, and client delight—without ripping out your tech stack.
The AI Platform for Financial Services
