SmartIQ modernizes wealth management with digital-first, low-code onboarding, KYC, and servicing workflows. It replaces paper processes with adaptive forms that collect accurate data once, share it across systems, and reduce NIGO rates to under 2%. Firms can scale without hiring, accelerate account opening, and ensure compliance with dynamic rules. Features include mobile-ready UX, embedded e-signatures, and integrations with CRMs and trading systems. Results include faster processing, reduced errors, and significant AUM growth, as seen with The Pacific Financial Group. Trusted by Fidelity and Northern Trust, SmartIQ streamlines compliance while enhancing client and advisor experiences.

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