The Client Communication App for Financial Professionals

How FastIQ can help you

  • Your firm’s branded app in the app stores
  • Your clients can view their portfolios
  • 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.