MoneyIQ Investor Services

Our goal at MoneyIQ is to provide investors with reliable and stable administration of their  portfolio funds through software automation efficiencies. Investors can edit and change their decisioning rules and workflows in real time in order to increase performance, reduce losses and track investment returns. 

MoneyIQ's platform begins with a set of standard practices for managing products, services, loans, leases or similar products.  Utilizing a state of the art infrastructure that reduces or eliminates redundant tasks to optimize processing capabilities cost effectively.

This eliminates manual processing of calculations, amortizations, fees, discharge statements, lien registrations, payment processing, returned payment processing, etc. All with a direct connection to you specific GL accounts for accounting compliance

System capabilities allow the investor to manage product compliance properly and profitably with noticeable reductions in staffing levels.