interVal @interVal_ai
Building better financial futures for business owners and those advising them. View our recent links: https://t.co/0Jb6aKbQmh inter-val.ai London, Ontario, Canada Joined May 2020-
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Business owners put everything into their companies. They deserve advisors who do the same. Rebecca Cook shares how tech makes space for proactive advice that puts clients first. Read here šhubs.la/Q03KrVnp0
š The new Client Portfolio is live! One smarter view with top performers, 26+ metrics, filters, and CSV downloadsāso you spend less time gathering data & more time advising. hubs.la/Q03K6qdr0
Business owners are the heartbeat of the economyābut too often their value is guesswork. IG Wealth Management used interVal to change that. See how: š hubs.la/Q03JwTd_0
š“ Footloose vibe, serious insights at #FutureProof2025: ā AI in action ā Margin compression ā Biz owners = new growth engine This is why we built interVal. hubs.la/Q03J6zts0
Future Proof, you did not disappoint. From productive BreakThru meetings and meaningful networking to the incredible Canadian Great White North Lounge (shout out to our partners at Q Wealth), the interVal team was proud to show Huntington Beach what weāre all about.
š£ interVal CEO & Co-Founder Trevor Greenway will demo interVal at the Future Proof Canadian Tech Demo Drop š Sept 9, 11:40ā2:00, Q Wealth Patio @ Hyatt HB. #FutureProof
Business owners arenāt typical clientsātheir company is their biggest asset, income, and legacy. Rebecca Cook shares 3 insights every advisor should know. šhubs.la/Q03GS_B50
Weāre excited to partner with @IGWealthMgmt! š Together, weāre bringing AI-powered business valuations & health insights to SMB ownersāhelping advisors deliver smarter planning and clients unlock growth. Read more: hubs.la/Q03F_vJq0
AI isnāt replacing advisorsāitās becoming their co-pilot. Faster prep. Smarter conversations. Trusted opportunities. Thatās human-in-the-loop. š š Read more: The AI Co-Pilot: Why Human-in-the-Loop Models Are Driving Real Results hubs.la/Q03DQFpL0
Your clientsā business value holds the key to protecting their wealth and legacy. Without up-to-date valuations, insurance plans miss the mark. Advisors, itās time to stop guessing and start protecting what really matters. hubs.la/Q03CfVq_0
"The future of finance wonāt be led by spreadsheetsāitāll be led by empathy." A powerful piece by Dave Bunce, CPA, CA, on why human connection is the new core skill in accounting, wealth, and banking. šhubs.la/Q03BKWtH0
Our VP of Marketing, Karen Chalmers, is speaking at Pulse Innovation tomorrow on Thought Leadership as a Growth Strategy. Real insights for real builders. Donāt miss it. š hubs.ly/Q03Bjlt50
Advisors donāt need more data. They need to activate what they already have. interVal helps turn passive data into proactive adviceāso every conversation drives value. hubs.la/Q03zLDlF0
Valuation isnāt just a numberāitās a strategy. From capital access to wealth building, it turns businesses into launchpads for lasting success. Hereās how to use valuation to fuel momentum, not just stability. hubs.la/Q03yKT930
Valuation isnāt just a number. Itās a strategy. New from Gary Sanghera, CPA, CMA, CBV, ABV: āļø Smarter growth āļø Exit readiness āļø Tax & estate clarity Advisors who use valuation plan smarter, not just sooner. hubs.la/Q03yc4sS0
We are proud to be a partner of The Canadian āGreat White Northā Lounge at this yearās @FutureProof_HQ Festival in Huntington Beach, CA! We canāt wait to connect with Canadian wealth professionals, September 7-9, 2025. See you there? šļøLounge access: hubs.la/Q03xWmgf0
Tax strategy is the new battleground for accountants & wealth firms. But business owners donāt want turf warsāthey want alignment. Dave Bunce explains how firms can win by working together š hubs.la/Q03xFqCY0
Holistic planning isnāt about more productsāitās about more integration. Business-owning clients need advice that spans wealth, life & legacy. Read why the āwhole clientā deserves a whole new mindset. hubs.la/Q03xfRWb0
Most advisors track portfolio value. Smart ones track business value, too. For business owners, it's the #1 assetāand the biggest blind spot in wealth planning. interVal makes it easy to change that. hubs.la/Q03wRcZH0
āTrusted advisorā sounds niceāuntil you realize theyāre only seeing a sliver of your business. Owners need integrators, not siloed advice. š Read more: hubs.la/Q03wqP110
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