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Passively Grow Your AUM.
interVal’s automation uncovers opportunities so you don’t have to.
Let automation uncover opportunities linked to:
- Excess working capital = Investment opportunities
- Serviceable debt capacity = Lending opportunities
Healthier Businesses.
Our powerful platform allows you to proactively advise your clients by seamlessly identifying the largest revenue opportunities from your existing SMB clients across lending, cash management, specialty products, and wealth & insurance - paving the way for a steadier stream of higher-margin services.
Everyone wins when your business owner clients thrive — they utilize more services and become lifetime customers.
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For many business owners, the most valuable asset they own is their company. With interVal, we finally have a tool for giving clients a realistic understanding of the value of their business and the KPIs that will help them maximize their enterprise value and develop more realistic plans for their future.
Part of our coaching philosophy and effort to grow Owner prosperity includes delivering tools and technology to our business Owners so that they can focus on running their business. Using this tool, we can help member-Owners unlock real-time insight from accounting and other data they’re already producing.
Steve Bolton, Former Head Coach & CEO
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Using interVal with my members has opened up many conversations about their long-term goals and gives us a tool to track their progress over time. interVal is an easy way for us to provide existing and prospective members with a tangible way to understand their overall business health.
Bradley Byard, Business Banking Advisor
Hear what other customers are saying
Let's Connect.
Seeing our platform in action is the easiest way to see how interVal can help our wealth partners with automation. If you want to ask questions, get a platform tour, and learn how other Wealth Management Firms leverage interVal’s technology, we are here for you!
