IG Wealth Management
Customer Story - Download Now.
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.
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.
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.
It’s clear to us our business owners want to tap insights from a tool like interVal. It truly helped us contextualize advice in a way we hadn't been able to previously.
Rick Santos, Managing Partner
interVal has delivered a significant return for our firm. The automated, recurring insights allow us to service more clients in a proactive manner, deepening our role as their trusted advisor. When everyone is aware of a business' ever-changing value and the leading indicators impacting that value, it allows us to play a more active advisory role in their business journey.
Scott Furlonger, Managing Owner
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 accounting partners with automation. If you would like to ask questions, get a platform tour, and learn how other firms are leveraging interVal technology, we are here for you!
