AI Agents for
Wealth Firms

Maximize productivity and efficiency with turnkey applications

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Trusted By 350+ Financial Institutions

Solutions Overview

UPTIQ delivers a first-of-its-kind AI-Powered platform that offers AI agents to improve client engagement, retain & grow AUM and improve back office productivity.

Advisor Co-Pilot

Loan Placement Agent

Helps find the right credit & liquidity solution for clients' unique needs

Liability Agent

Query client's liability information

Business Client Agent

Retrieve information about the business client's business - valuation, cash-flow, financials and other data

Portfolio Agent

View clients portfolio (Marketables& Alts) in one place

Productivity/Back-Office

Advisor Assistant Agent

Setup meeting requests, summarize meetings and input tasks in CRM

Admin Agent

Collect K-1s in timely fashion, send them to CPAs

Enterprise Knowledge Base Agent

An Enterprise Al model trained on RiAs proprietary data that can be queried by the employees.

Built specifically for the
Wealth Industry

Ready to get started with your AI application?

Schedule a Demo