PlanIQ by TIFIN Revenue and Competitors

PlanIQ is the only conversational financial planning platform that helps financial advisors address new client questions quickly, powering a better client experience and advisor growth. With PlanIQ, you can take clients on a personalized planning journey, quickly and easily answering the questions that they are most focused on. The platform combines conversational AI, 3rd party data, and intelligent insights to allow advisors to focus on answering one client question at a time. \Can I retire at 63?\ \How much should I save to send my kids to college?\ No matter the question, PlanIQ lets you deliver a simple client-centric experience. With PlanIQ, you can start with the client's acute pain, build trust, and expand into other areas as the client's desires or life circumstances dictate. Contact us a hello@planiq.com To learn more visit www.planiq.com