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iQuantifi: A Distinctive Robo-Planner to Help People Achieve Their Goals

Research and Analysis
15 November 2018

iQuantifi is an easy-to-use app that automates the entire financial planning process. The unique goal prioritization algorithm is their intellectual property technology solving the issue of prioritizing multiple goals. I met with Founder and CEO Tom White to discuss iQuantifi’s product and team, their unique goal prioritization mechanism, and what people expect today from robo-planning platforms.
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WealthTech Club allows you to be aware of challenges, drivers, and trends in wealth management.

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iQuantifi: A Distinctive Robo-Planner to Help People Achieve Their Goals

iQauntifi is a virtual financial advisor that contract with financial institutions to help their clients identify, prioritize and achieve their financial goals.

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