IG Wealth Management Partners with interVal to Elevate Financial Planning for Canadian Business Owners
Over the last year, IG advisors have been providing business clients with direct access to interVal's industry leading software platform, which leverages artificial intelligence and human expertise to deliver a comprehensive business valuation and key business health metrics. This, in turn, enhances the ability of IG advisors to assist business clients with the creation, management and protection of their wealth.
"This collaboration aligns with our goal of leading the market through strategic partnerships that deliver high-value insights and advice to our clients," said
In addition to providing an accurate valuation range and saleability score, interVal's software platform uncovers information about a business's excess working capital, serviceable debt and investable assets, allowing advisors to provide their clients with proactive and strategic guidance on investment, cash management, credit and insurance solutions for the business and the personal wealth of their owners.
"At interVal, our focus has always been on equipping business owners with the insights they need to drive growth and make informed decisions," said
About IG Wealth Management
Founded in 1926, IG Wealth Management ("IG") is a Canadian leader in delivering financial planning with approximately
About interVal
interVal is a leading Canadian company that empowers Accounting Firms, Wealth Management Firms and Financial Institutions with automated insights to unlock opportunities and drive optimal growth for their SMB clients. The platform leverages AI to deliver actionable intelligence, streamline processes, and enhance decision-making capabilities. interVal makes it possible for business owners and their advisory partners to jointly identify, monitor, and leverage automated insights in a single, shared environment. Learn more at www.inter-val.ai.
SOURCE IG Wealth Management