Core Product and Features
iQuantifi's Core system brings intelligent automation that engages your customers. The platform automatically solves for retirement and college savings (if the user has minor children under the age of 18) without being prompted. The system will automatically calculate cash reserve needs and make life insurance, disability insurance and long term care insurance recommendations to the user, if applicable. After the system has solved for retirement, protections, debts and college savings, the user may add additional goals to their Timeline.
iQuantifi has developed multiple standalone products that can be seamlessly integrated with your technology. Offer your customers innovative ways to find more money in their budget, accelerate their debt payoff, consolidate their student loans, and more. You can leverage our sophisticated software tools to acquire new customers and service current clients.