The Qdeck team brings multiple generations of investment experience, skilled technology executives, and brilliant mathematicians to bear on the problem of modern investing.
Our team of experienced financial professionals with advanced degrees in finance and data sciences built Qdeck to empower financial advisors to engage the next generation of investors with superior insights and technology.
Registered Investment Advisors (RIAs) often face challenges trying to engage Gen Z, millennials and Gen X successfully. Common headwinds include:
- Millennials are expected to be the dominant generation until 2050.
- Generational wealth transfer from one generation to the next is expected to reach $10 trillion by 2025 and further increase to $60 trillion by 2040.
- Overwhelming number of the next generation prefer their financial advisor to offer Robo-advisors as a convenient way to invest.
Our team can provide a solution. Qdeck is a FinTech SaaS solution that brings the “Netflix for Finance” subscription model to the RIA space to enable advisors better engage with the next generation of investors. RIAs can seamlessly launch their own Robo-advisors with Qdeck and its suite of operational and investment models required for managing client portfolios. By adopting Qdeck, RIAs have the potential to boost their existing revenues and increase the valuation of their practice significantly.