Life Happens

We're getting married
I just got a new job

We get it…life happens. As changes occur in your life, RoboPlanner® continues to update your plan, making sure that you can still accomplish everything with the resources you have.  No need to worry!  Life Solved.

What are You Trying to Accomplish?

GOALS

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“What goals do you want to achieve?”

DEBTS

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“What debts do you want to payoff?”

PROTECT

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“What protections do you need?”

"If you don't take action... it's just a plan!"

RoboPlanner® powered by iQuantifi

Key Benefits

Comprehensive

RoboPlanner® looks at how your goals can be worked on simultaneously. Reach ALL of your goals: travel, wedding, college, house, retirement, and so much more. Your entire financial life solved.

Custom

Our technology customizes your timeline to fit your life based on how much you make and how much you spend. Using your current resources, we provide a financial plan to achieve each and every goal.

Instant

No need to set an appointment, schedule a phone call or wait several days for a financial plan. Our technology never sleeps. Get real-time solutions at your convenience with RoboPlanner®.

Dynamic

As your life changes, so does RoboPlanner®. Need to add a goal? Move up that home purchase? Go ahead! Our technology is constantly calculating the best path forward based on your resources.

Actionable

Our technology provides the advice you need to take action and stay on track. RoboPlanner® lets you know: how much to set aside, where to get it, where to put it, and provides the actual date it will be accomplished.

Do Millennials Have a Plan?

Almost half of Millennials say their biggest challenge is managing multiple goals and needs at the same time. Here’s how the working people of this generation are doing…

72%
of Millennials say they have financial goals
$62,0
Average debt balance of Millennials
81%
of Millennials do not have a financial plan

IN THE NEWS

  • iQuantifi is a RoboAdviser that’s different from most. They’re relatively unique because they…combine automated financial planning with investing.”

    Forbes
  • iQuantifi is like having a financial version of Watson at your disposal to tackle all your tough financial questions.”

    Killer Startups
  • Praised for its engaging user interface…iQuantifi’s unique algorithmic engine provides a real-time, dynamic, digital financial experience…”

    Credit Union Insight
  • iQuantifi is good for anyone just getting started with mapping out big life goals and the financial advice you receive is useful…”

    Investor Junkie
  • The platform, which addresses long-range goals and current cash flow, is…user-friendly on any device.”

    Credit Union National Association
  • iQuantifi is one of the first virtual advisers providing financial planning services…”

    Financial Times

RoboPlanner® powered by iQuantifi

"If you don't take action...it's just a plan!"

Be a part of the RoboPlanner® revolution!

Security
We understand that security and privacy are important to you and we take both very seriously. RoboPlanner® employs industry standard data security protocols to ensure your information is protected.
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