What ValuIQ Does

One platform. Every tool your clients need to grow, and your practice needs to prove it.

ValuIQ gives advisors, consultants, and coaches the assessment engine, performance benchmarks, and action roadmap to drive measurable value growth, with every dollar of progress tracked and visible to both advisor and client.

The Advisory Toolkit

Everything your client needs to improve. Everything you need to prove it.

The Toolkit

Every assessment generates a prioritized project library across Finance, Operations, and Commercialization. Each project tells your client why it matters, exactly what to do, how long it takes, and connects them with vetted experts, while you track every step of their progress.

Prioritized across Finance, Ops & Commercialization

Built-in templates and block-time scheduling

Direct links to vetted marketplace partners

Each project benchmarks cost, time, and value impact

Toolkit project shown ↓

Each project includes why it matters, step-by-step actions, tracking cadence, and direct connections to vetted marketplace partners.

Toolkit, Finance project detail showing Implement a Financial Reporting Dashboard

Your Entire Book of Business. One Dashboard.

Manage every client. Track every dollar. Prove every result.

The Premium tier gives you a command center for your entire client roster, see readiness scores, active projects, value growth, and engagement at a glance. Add clients, track activity, and generate portfolio-level reports that show the aggregate impact of your advisory work.

Your entire book of business, unified.

Every client company, their current value, readiness scores, active projects, and status, visible from a single hub. Click any card to drill into the full dashboard.

Current OOV and potential value per client at a glance

Active projects and readiness scores tracked automatically

Status badges surface who needs attention without digging

Granular Access Control

Set permissions at the company level; your team sees only what they need, when they need it.

Advisor-Discounted Rates

As a Premium subscriber, every client you onboard is assessed or subscribed at your negotiated partner rate.

White-Label Ready

The White Labeled tier includes full self-branding, your brand across the application, client login URL, and sales materials, running on ValuIQ infrastructure.

Partner Platform Pricing

Start with the basics. Scale when you are ready.

Every tier gives your clients the full ValuIQ experience. The difference is in how much visibility, reporting, and portfolio intelligence you have as their advisor, and how deeply your brand is embedded in the platform they use every day.

Every tier includes

Client home dashboard
Runs assessments
Wealth Gap Analysis
Toolkit, marketplace and project execution
Account types on partner home
Adds new clients directly
ValuIQ Academy

Basic

$449/month

Your clients. One login. Full visibility.

Assessment discount: 33% off
Aggregated view across clients: Granted client list
Activity window: 30 day
User seats included (Admin, Support, Advisor roles): 3
Sales materials: ValuIQ branded
Onboarding: Self guided online
Check ins: Annual online