The iQuantifi engine uses patent-pending algorithms to create a comprehensive plan for customers to achieve their financial goals. The system constantly responds to user input and changes to ensure that they can make the right choices with their money.


iQuantifi takes security and privacy very seriously. For the purpose of goal achievement and recommendations, user account balances are accessed on a read-only basis. Users cannot transfer funds, write checks or otherwise affect their accounts within our system. We employ industry standard data security protocols to ensure privacy and security.

Secure Technology

iQuantifi follows the same standards as banks when transmitting sensitive financial data. We use 128-bit secure socket layer technology (SSL) and SHA-256 encryption, so sensitive information is fully protected.

Physical Data Protection

iQuantifi uses top-notch data protection around the clock. We use biometric checkpoints, multiple keylock entry and constant video surveillance.


iQuantifi provides a number of methods for partners to integrate with our engine:

White labeling: Partners can customize a version of the iQuantifi application to match their existing website. The partner portal and our partner relationship team make this an easy option for any size company.

Single Sign On (SSO) API: Our Partners can use our SSO API to manage end users and perform SSO operations via secure token authentication. It is configurable through the partner portal that controls settings and data that resides within a partner’s unique silo. By using SSO and offering an optional third party account aggregation engine, our system can integrate all of your customers’ financial information seamlessly into the advice.

Full API Access: For those partners that would choose to build their own front end solution, or to integrate the iQuantifi engine directly into their existing website, we have an enterprise-ready JSON REST API to externalize the full functionality of iQuantifi.