Send recommendations and client notices through your app
Your clients can instantly respond (if you choose)
Integrates with your current software
Increase value with your client relationship.
Simple to use App enabling communication with your client.
Anywhere, anytime, every communication.
Five steps towards a more profitable client communication
Step 1
Clients download your company branded App from an app store
Step 2
You or your staff create "call to action" messages, recommendations or general account forms
Step 3
Client grouping function enables you to select which clients receive specific firm communiques
Step 4
Clients instantly receive firm communique on their phone
Step 5
Call to Action function encourages client response
Five features to bring value to your client relationships
View Portfolio
FastIQ integrates with most known platforms. Clients can view their portfolios with a touch of a button
Adviser Charting
Scan for stocks using time tested fundamental and technical analysis
Multi Format Attachment
Firm research and recommendations may be attached in numerous formats including PDF, DOC, XLS & PPT, with all communiques
Client Grouping
Easy to use client grouping enables you to group your clients into risk profile/investment goals
Call to Action
You may choose to allow your clients to trade directly from your communications
Go beyond your client's expectations
Empower your firm’s communication
Generate Increased Revenue FastIQ provides you instant ROI - with the most advanced order generating and enabling technology available, generate increased brokerage as soon as you launch your App.
Brand Empowerment Technologically, society has shifted - your FastIQ platform enables you to keep abreast of your client communication needs, an urgency for any financial service to remain innovative, relevant and technologically competent.
Demographic Spread Enables you to access not only your existing client base, but a gateway to your next generation of clients.
Cost Effective Client Communication Phenomenally effective client communication, for as little as $1.30 per client per month.
QPOCs Increase Quality Points Of Contact with your clients.
