There is like a host of things that human beings have shown to excel in, but at the same time, there is absolutely nothing we do better than growing on a consistent basis. This progressive approach, on our part, has already got the world to hit upon some huge milestones, with technology appearing as a major member of the stated group. The reason why technology enjoys such an esteemed stature among people is, by and large, predicated upon its skill-set, which guided us towards a reality that nobody could have ever imagined otherwise. Nevertheless, if we look up close for a second, it will become clear how the whole runner was also very much inspired from the way we applied those skills across a real world environment. The latter component was, in fact, what gave the creation a spectrum-wide presence, and consequentially, kickstarted a tech revolution. Of course, this revolution then went on to scale up the human experience through some outright unique avenues, but even after achieving such a monumental feat, technology will somehow continue to produce the right goods. The same has grown increasingly evident over the recent past, and assuming one new fintech-themed development shakes out just like we envision, it will only make that trend bigger and better moving forward.
Focus Financial Partners, a leading partnership of independent, fiduciary wealth management firms, has officially selected UPTIQ, a pioneer in holistic wealth management solutions for the financial services industry, to accelerate the procedures connected with advisor lending. According to certain reports, the development will enable Focus Financial Partners to leverage UPTIQ’s state-of-the-art Artificial Intelligence (AI) enabled technology, and therefore, significantly enhance its own ability to deliver comprehensive lending solutions at the disposal of its partner firms’ advisor teams. Talk about the technology in question, the stated platform hands advisors various new and improved methods through which they can make their clients achieve optimal liquidity, while simultaneously making sure that their investment strategies or retirement plans aren’t disrupted in any way whatsoever. You see, owing to how effectively the solution uses AI and a powerful, digital interface to match clients with the right loan products and lenders who can fund a wide variety of liquidity needs. UPTIQ is able to greatly simplify the process of positioning your credit solutions.
“The growth in demand for loan and credit solutions among Focus partner firms is on trend with what we are seeing in the market. We are thrilled to be working with Focus to deliver the UPTIQ Advisor Lending platform to the Focus Client Solutions team and Focus’ portfolio of partner firms, and we look forward to helping Focus partner firms manage client assets, strengthen client relationships and deliver financial flexibility to their clients,” said Snehal Fulzele, Founder and CEO of UPTIQ
As for Focus Financial Partners, it has its utility rooted in a particular skill that enables the company big time when it comes to providing best practices, resources and continuity planning to partner firms who, on their part, serve individuals, families, employers and institutions with comprehensive wealth management services. Notably enough, the customers can avail benefit from these synergies, scale, economics, and best practices, but they can still hold on to their operational independence throughout the proceedings. To give you a gist of Focus’ stature, the company advised on billions of dollars of loans for its partner firms’ clients in the year 2022 alone. Now, with support from UPTIQ, it will try and help its 90 partner firms’ position and fulfill loans and credit solutions for their respective clients.
“UPTIQ is a force-multiplier for us,” said Steven Canup, Managing Director of Focus Client Solutions. “Not only will UPTIQ automate and digitize our business, UPTIQ gives us the ability to offer a wider range of loan products and lenders to our partner firms. Since its inception, Focus Client Solutions has been concentrating on helping Focus’ partner firms deepen client relationships through expanded wealth management-adjacent services and personalized client solutions. Our partnership with UPTIQ is a testament to our commitment to serving our partner firms and maximizing the value they deliver to their clients.”
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