The FastIQ app is a client communications platform for financial professionals.
FastIQ enables financial professionals - financial advisers, analysts, reps and their assistants - to rapidly distribute targeted, detailed and beautiful client communiques in minutes. It increases the Quality Points Of Contact with existing clients and opens up new client demographics.
Unique distribution functionality enables communication to all clients, groups, demographics or individuals.
Advisers may wish to include 'call to action' features (such as buy and sell buttons) in their communiques, further reducing barriers to client inactivity.
FastIQ contains pricing and fundamental data on over 70,000 global stocks, forex, commodities and indexes.
Powerful scanning functionality allows for rapid and detailed 'investment idea' generation.
FastIQ's unique 'attach' feature also allows advisers to attach other documents such as account opening, compliance and disclosure documents. Traditional research formats may also be sent.
Push notifications ensure that client messages are read in a timely manner and advisers may set time limits on their messages to ensure messages are always up to date.
All messages are stored and may be reproduced for compliance purposes.