Tailored Strategies
for Your Financial Growth
Client Management Dashboard
Manage multiple clients from one central dashboard. Access their portfolios, track performance, and deliver personalized reports.
01
AI-Driven Investment Insights
Stay ahead of the market with AI-driven insights and automated alerts for optimal portfolio performance.
02
Customizable Reports
Generate detailed reports for your clients, showing portfolio performance, asset allocation, and financial projections.
03
Fee Flexibility
Set your own fees and manage billing easily, whether it's a flat fee, percentage of AUM, or performance-based structure.
04
AIQ Technologies connects you to the tools and insights
you need to maximize your investment potential, tailored just for you.
Our Services
for Advisors
KEEP SCROLING
01
Investment Platform
A robust platform that enables you to manage client portfolios, execute trades, and monitor investments across global markets. Provide your clients with the option to open investment accounts in the U.S., giving them access to global opportunities.
20%
25%
30%
10%
15%
02
Portfolio Management
Access powerful tools and AI-driven insights to help you make informed investment decisions and optimize client portfolios in real time. Stay ahead of the market with comprehensive analysis and strategy adjustments.
Stocks
+
ETF's
Options
+
Futures
Bonds
+
FX
Mutual
+
Hedge
Funds
03
Billing and Fee Management
Set and automate client billing with flexible options that fit your business model. Manage fees based on AUM, performance, or flat rates. Charges can be processed in both Mexican pesos (MXN) and U.S. dollars (USD), giving you and your clients flexibility.
$1K
2%
01
Onboard Your Clients
Easily add your clients and manage their portfolios through the platform.
02
Set Your Fees
Choose the fee structure that works for you and automate client billing.
03
Manage Portfolios
Track client portfolios, execute trades, and optimize strategies with AI-powered tools and real-time insights.
How It Works
Flexible Pricing Plans
for Advisors
Designed for independent advisors managing up to 10 clients.
Ideal for firms or advisors managing up to 50 clients.
For firms managing 50+ clients.
Ready to
Get Started?
Fill out the form with your details, and one of our experts will reach out to help you craft the perfect investment plan.