Uncover More Investment Opportunities.

interVal helps wealth management firms strengthen relationships with business-owner clients by delivering real-time business health and valuation insights. Advisors can uncover growth opportunities, identify risks, and integrate business value into overall financial strategies, positioning the firm as a true partner in long-term wealth planning.

Learn how other Wealth Management Firms are leveraging interVal.
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WealthVertical
WealthHeader
Canadian Western bank
Libro
First West
Woodgate White (3)

How does interVal work ?

Uncover Hidden Growth Opportunities.

Attach to your existing processes and surface high-value opportunities to both you and your SMB customers:

  • Key Metrics and benchmarks
  • Valuation and Saleability Score
  • Quantified advisory opportunities delivered to your CRM
  • Business health and valuation feedback for SMBs to build better and stronger businesses

interVal is a “two-way” platform. This means wealth managers and their associated business owners can view the same information. Within minutes of granting a client access to the platform, following a brief onboarding process, highly visual and accurate actionable insights can be produced. Empower your SMB clients to make informed decisions and grow their business.

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Optimize Outcomes and Passively Grow Your Future AUM.

interVal’s automation uncovers opportunities so you don’t have to. 

Our powerful platform allows you to proactively advise your clients by seamlessly identifying the largest growth opportunities from your existing SMB clients across lending, investment management, tax, retirement, liquidity events, and insurance planning - paving the way for a steadier stream of higher-margin services.

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WealthSquareOne

Healthier Businesses.

You can't manage what you don’t measure. When connected to the platform, SMBs grow by 29% YoY. Everyone wins when your business owner clients thrive — they utilize more services and become lifetime customers.

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WealthSquareTwo

FAQs.

Woodgate (1)
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.
Jason Pereira, Senior Partner & Financial Planner
JasonPereira
Libro
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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

Steve Bolton
ValleyFirst
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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

Bradley Byard

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!

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