Manual onboarding, credit, and repapering drag down client experience and advisor productivity. Uptiq’s AI agents handle the heavy lifting—so your team can focus on what matters most.
Deliver personalized client experiences while automating manual work. Uptiq adapts to your workflows—so you scale faster without changing how you operate.
Built for scale-up and enterprise RIAs, Uptiq uses agentic AI to automate the full credit workflow—starting with Intake. No new logins. No advisor retraining.
Uptiq handles the highest-friction workflows behind the scenes—so advisors stay focused on client outcomes.
“Uptiq’s book transition application saved our Ops team HOURS of repetitive work —while giving advisors a great first experience.”
Unlike generic automation tools, Uptiq’s AI agents are trained on wealth management-specific data, language, and workflows.
They understand financial documents, regulatory language, and client preferences, helping advisors deliver more personalized and proactive service.
See how Uptiq can help you move faster, reduce risk, and scale smarter.
The AI Platform for Financial Services
