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iQuantifi is a RoboPlanner enabling institutions to provide scalable, goal-based digital advice--comprehensive planning and investments--to all your customers. Our software platform integrates your products into actionable recommendations to help your customers achieve their goals while generating highly qualified leads for your institution.
iQuantifi.com provides personalized financial advice for users to make intent-based purchases of financial products and services. It is the virtual financial advisor that provides comprehensive advice to millennials and young families.
Goal-based investing, personalized investment strategies, real-time advice
Subscription-based revenue model: The company charges $9.95 per month or $89 per year.
$7.5 M in 2015
Less than $1M
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