CG WealthIQ is an integrated wealth management ecosystem where all of CG’s best-in-class people, products, and technology solutions come together to enable advisors to build, track, and optimize bespoke managed accounts and financial plans.
High-net-worth investors need access to a variety of tools, products, and human expertise. They need strategies to transfer wealth, manage risk, and maximize philanthropic impact. They also need broadened access to institutional offerings, financial analysts, and industry leaders.
CG WealthIQ helps meet those needs by creating fully integrated wealth management plans; comprehensive, customized solutions; and a streamlined client experience.
The CG WealthIQ Process
A holistic wealth management planning process designed to deliver highly customized client solutions:
Comprehensive client explorations with our Risk Tolerance Questionnaire and Financial Planning team to gain even greater insight into your unique circumstances.
WealthIQ Financial Plan
Our best-in-class planning software, and our team of leading Wealth & Estate Planning specialists, help build bespoke financial plans that incorporate a wide variety of solutions and create better outcomes.
Customized investment proposals are generated through with the click of a button. Integrated with DocuSign for a seamless client onboarding process.
WealthIQ Managed Account
Dynamic re-balancing tools make portfolio management effective and efficient.
Powerful performance reporting that helps keep accounts on target with holistic oversight.