Informa
With Informa's WealthIQ, your clients will have an investment planning and proposal generation system that produces comprehensive, compelling presentations. And WealthIQ provides the perfect balance between customization and automation, giving advisors flexibility, while consistently branding and ensuring compliance to critical business standards.
Integration Features
  • Once single sign-on is established, you can seamlessly navigate from Veo to Wealth IQ
  • Learn more:
    Learn More