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Compliment Your Client Advisory with IB Intel
Built to reduce client communication time and generate recurring advisory revenue.
Get instant access to:
A custom IB Intel agent built for your firm
Trained on your data and processes
Instant responses to client questions
Automatic capture of client interactions
Visibility into client needs across your firm
No Hidden Costs. No Credit Card. No Fees.
Test with One Client.
See how IB Intel performs within your firm before making any decision.
See how IB Intel performs in a real client environment before committing.
Test it with one client, evaluate the responses, and understand how advisory can be structured and captured across your firm.
Delivered within 48 hours. No setup required.
78% of firms begin using IB Intel in under 14 minutes.