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.

Here, you can find the latest analyses of leading WealthTech companies and principles that underlie their success in terms of the technology and business ecosystem.

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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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