Take control of your financial life

The virtual financial advisor to help you achieve all your goals.

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How It Works

See your entire financial life solved in a simple, clear format.

By answering a few questions, our technology will provide you with a customized financial plan based on YOUR goals and resources.

iQuantifi determines the action steps necessary to achieve ALL of your goals and will recommend goals you should have based on your current situation.

Get continuous advice. Even when life changes. We’re a virtual financial advisor for your back pocket.

Start building your personalized timeline today!

Start your Timeline

We keep a bike on the roof in case
it breaks down.

Benefits

Comprehensive

iQuantifi looks at how your goals can be worked on simultaneously. Reach ALL of your goals: travel, wedding, college, house, retirement, and so much more. Your entire financial life solved.

Custom

Our technology customizes your timeline to fit your life based on how much you make and how much you spend. Using your current resources, we provide a financial plan to achieve each and every goal.

Instant

No need to set an appointment, schedule a phone call or wait several days for a financial plan. Our technology never sleeps. Login to iQuantifi and get real-time solutions at your convenience.

If you like it, then you better
put a ring on it.

Dynamic

As your life changes, so does iQuantifi. Need to add a goal? Move up that home purchase? Go ahead! Our technology is constantly calculating the best path forward based on your resources.

Actionable

Our Core Planning Algorithm provides the advice you need to take action and stay on track. iQuantifi lets you know: how much to set aside, where to get it, where to put it, and provides the actual date it will be accomplished.

Sound

iQuantifi provides sound financial advice based on the Six Key Areas of financial planning.

Pricing

$9.95 a monthorGet it FREE!Through our Refer a Friend program.

Our Refer a Friend program allows you to get all the planning and great advice that we offer at no cost to you.

If you share us on Facebook you can maintain access to our platform at no cost on a monthly basis.

This is a limited time promotion and won’t last long. Sign-up today to take advantage of this offer.

Get it Free

Dreams do come true.

Security

iQuantifi takes your security and privacy very seriously. That includes making sure your personal finances are always protected online and only accessible by you.

You cannot transfer funds, write checks or access your accounts within our system. We use bank-level security and employ industry standard protocols to ensure your privacy and security.

Learn more about security.

It will be a college diploma sooner than you think.

Investments

Goal-Based Investing

Our investment philosophy is goal-centric. iQuantifi’s technology takes into account the investment objective and timeframe of each goal to determine the best allocation of your investments.

Personalized Investment Strategies

Our investment advice is personalized. Each portfolio or account is constructed uniquely based on the user’s investment experience.

Portfolios are constructed using stocks of selectively researched companies with strong management, a healthy balance sheet, and solid future prospects at an attractive price.

For diversification and specific investment strategies, we employ investment funds of select money managers that have consistently provided above market returns over the long term.

You’re going to need a plan if you want to put your feet up.

Real-Time Advice

As a virtual financial advisor, iQuantifi provides real-time investment advice as changes happen in the markets, the economy and your financial life.

Our platform will advise you when to rebalance and what to reallocate as your investments grow. In times when the market is down, our virtual financial advisor provides real-time advice on when to sell a position to capture a tax loss, and when to buy more to take advantage of better prices as the market fluctuates.

Our investment advisory algorithm is based on years of investment management experience which spans three bull markets, the bear market of the dotcom bubble, and more recently the credit crisis and Great Recession of 2008 and 2009.

It’s About You!

In the end, it’s about helping you achieve your goals. Protecting your family, saving for retirement, buying a home and much more are all within reach.

Take control of your finances. Achieve your goals.
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