WHITE PLAINS—March 22, 2016 – Informa Investment Solutions announced today the launch of a new WealthIQ® Book of Business, redesigned to display client account information in a more centralized, streamlined portal, enabling advisors to better align their investment recommendations with client goals.
WealthIQ is Informa’s investment planning and proposal generation system that conforms to any firm’s business policies. It generates comprehensive proposals and client reports on demand.
“Our new Book of Business provides investment advisors with a premier tool for consolidating data in a simplified, fully customizable solution,” said Leno Toich, Managing Director at Informa Investment Solutions. “The new version provides a more intuitive experience for advisors, allowing them to monitor client portfolios, objectives, allocations and holdings on one platform. These product upgrades make it easier for advisors to view and manipulate their total book of business to present insightful proposals,” added Toich.
The redesigned feature has a streamlined interface and simplified display that allows users to focus on key information and saves time with reduced clicks and pop-up screens. Other additions include enhanced technology for a more responsive user experience, and an interactive, customizable client account table, which allows advisors to compare their investment perspectives with client goals.
About Informa Investment Solution
A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions is part of Informa PLC, a leading business-to-business knowledge provider serving International markets. Informa Investment Solutions has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. For more information, please visit http://www.informais.com/ and follow https://twitter.com/InformaInvest.
Informa Investment Solutions is part of the Business Intelligence Division of Informa PLC
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