Qdeck is your all-in-one platform for research, client communication, and portfolio execution. Whether you're answering a complex client question, drafting a personalized proposal, or monitoring market activity, Qdeck simplifies each step with AI-powered tools.

Qdeck is designed to enhance how you work—not replace it—so you can serve more clients with more confidence, in less time.

Qdeck uses retrieval-augmented generation (RAG) to deliver fast, reliable answers. Instead of relying on a static, pre-trained model alone, Qdeck dynamically pulls from up-to-date, trusted sources—like market data, public filings, and reputable news—to generate AI responses. Each answer is tailored to your specific query and includes citations, so you can trust the insight and trace it back to the original source. This approach ensures transparency, accuracy, and relevance in every interaction.

Yes. You can execute trades, rebalance portfolios, and manage model strategies directly within Qdeck, saving time and reducing workflow friction.

Yes. Every response includes source citations and links, so you can review and trust the information you share with clients.

Absolutely. You’re always in control. Review, edit, or regenerate content before sending or exporting to ensure it aligns with your voice and standards.

Qdeck integrates with leading custodians and systems. We’re happy to work with your team to ensure smooth connectivity.

Absolutely. Whether you're a solo advisor or part of a large enterprise, Qdeck is designed to scale with you as you grow—seamlessly.

Qdeck is built on a patented AI framework specifically designed for the needs of financial professionals. Unlike generic AI platforms, our technology combines retrieval-augmented generation (RAG), real-time data access, and document parsing to deliver cited, compliant, and context-aware responses. This proprietary approach ensures that insights are not only accurate but also actionable—tailored to the high standards of the finance industry.