interVal for Wealth Management Firms

Competition between Wealth Management Firms has been on the rise especially due to an increase in demand for better wealth-related services for all classes of clients. According to Deloitte’s study, as more advisors age and leave the industry, relationships have to be built anew — and potential growth opportunities for SMB clients may be lost in the transition. With the largest transfer of wealth in history upon us and $84 trillion in assets is set to change hands over the next 20 years, relationship-building is vitally important.

interVal addresses these predicaments by serving as a bridge between data and growth opportunities, automating the analysis of your SMBs’ financial statements to provide immediate actionable insights. This allows your SMB clients to grow their businesses and recognize more investment opportunities, enabling you to passively grow your AUM.

Your team benefits by:

• Having automation turn data into actionable insights and serving it up to your SMB clients 
• Gaining access to hidden growth opportunities linked to excess working capital, serviceable debt, investable assets, valuation, and more
• Saving the time you spend on manual calculations and analysis to free up capacity so you can serve more clients
• Ultimately growing your AUM passively, while simultaneously giving you room to focus on increasing customer LTV

Quick Onboarding — Faster Access to Actionable Insights

Onboarding is a simple 2 step process:

1. Invite your SMBs to set up their interVal account
2. Your client connects their financial data

You get instant access to:

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

Using these insights, your SMB clients can unlock tailored growth strategies that align with their industry.

Streamline Processes, Save Time, and Unlock Growth

interVal streamlines your processes and ensures you can dedicate more time to enhancing your client relationships.

Your Wealth Firm benefits by having:

• More visibility to investment opportunities
• A human capital multiplier
• Improved SMB health and linked to enhanced AUM
• More revenue generated

interVal is an advisory ecosystem, offering features ranging from quick snapshots of benchmarked ratios, to company valuations, and automated discovery. 

As automation, AI and machine learning become integral to wealth management firms and their client services, having access to actionable insights is becoming the new norm. If you’d like to learn more about how interVal can optimize the way you do things, get in touch with us and we’ll show you how.