iQuantify is a financial planning software that offers automated and personalized financial advice through financial institutions. You can consider iQuantify as the TurboTax of financial planning. By automating the financial advisory process iQuantify gives customers the professional help they need to achieve their goals without the expensive fees charged by financial advisors.
iQuantify is designed for people who want advice on how to manage their finances but can't afford, or don't want to pay, the fees of a traditional financial advisor. It's also a tool for companies who want to provide a valuable but low-cost service and woul like to have information on the financial needs of their customers. Financial advisors can also use it as a automated planner for customers who don't have the resources to justify a dedicated financial planner.
During the registration process, iQuantify collects information about you and your family. This includes financial information, such as your income, debts and current retirement savings, and also more personal information, such as your life goals. Life goals can include paying off student debts, buying a house, going on a vacation, or saving to get married. Customers link their accounts so iQuantify can take over the busy work of managing your assets. iQuantify can then create a financial strategy that prioritizes users' assets and cash flow based on their personal aspirations and goals.
Once iQuantify has all the necessary financial information on you and your family it can provide comprehensive advice on how to achieve your goals and how to protect your assets. This includes advice on what type of investment accounts to open, where to invest, how much to pay toward debts, what type of insurance you need, and how much to save for your new home and your retirement.
How Much Does iQuantify Cost?
The service has a 30-day free trial that then becomes a subscription service of $9.95 a month or $89.99 a year.
iQuantify includes the services of a traditional financial planner at a fraction of the cost. Its services include:
- Scenario planning
- Goal prioritization
- Investment advice
- Product Structuring
- Monthly guidance
These services can be provided for an individual or for an entire company that wants a smooth and effective way to recommend services and products to clients.
Instead of offering one off pointers, iQuantify provides ongoing advice with specific directions on what to do, how much to invest and where to invest it.
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