This video provides advisors with a full overview of the interVal platform.
You’ll learn how to:
- Onboard a business and upload financial data into the platform.
- Navigate the client dashboard to review valuation results and key performance metrics.
- Understand the importance of the Accuracy Check and Saleability Score questionnaires.
- Identify opportunities for your business owner clients through interVal’s automated insights.
- Access reports and use them to support client conversations.
- Manage your client portfolio within the platform to monitor opportunities, insights, and outcomes.
By the end of this video, advisors will have a clear understanding of how to move from onboarding to delivering value, using interVal to surface opportunities, enhance client discussions, and demonstrate ongoing impact.