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Presenter Profile:

How they describe themselves: iQuantifi is a virtual financial advisor that helps millennials and young families take control of their finances and achieve their goals. We are the first true “RoboAdvisor” that provides comprehensive, personalized advice based on the goals and resources of the user without the need to interact with a live person. Our proprietary system provides each user with a personalized financial plan and includes step-by-step advice to achieve each goal, including the type and allocation of financial products that are needed.

How they describe their product/innovation: iQuantifi is introducing two new features to make it even easier for users to create their own financial plan and achieve their goals. When a user does not have enough money to fund all of their goals, our “Cashfinder” analyzes their budget and recommends which expenses a user can reduce to cover the monthly shortage. Our “What if” feature allows users to adjust their goals to see the immediate impact on their financial plan. By comparing two different paths to goal achievement, a user can determine which plan best fits their lifestyle.

Product distribution strategy: Direct to Consumer (B2C), through financial institutions, through other fintech companies and platforms

Contacts:

Bus. Dev., Press & Sales: Brian Evans, CMO, brian.evans@iquantifi.com