A RoboPlanner® for all of your customers.
iQuantifi is a RoboPlanner® enabling institutions to provide all customers with an automated, personalized and comprehensive financial plan.
By integrating iQuantifi into your current technology, your products will help your customers buy their dream home, purchase a car, protect their family (cash reserves, life insurance, disability insurance, etc.), pay down debt, save for college, invest for retirement and much more.
Goal-based, comprehensive advice in a single view
iQuantifi is a RoboPlanner® that prioritizes a user's assets and cash flow to foster goal achievement. We provide end users the advice they need to achieve their goals, protect their family and pay down debt while driving more revenue per customer to the institution.