Alpha Vee Models Will Now be Offered in the Qdeck Turnkey Asset Management Platform
SEATTLE, WA – MARCH 6th, 2024 – Qdeck.ai, the fintech company that harnesses the power of generative AI and investment technology for registered investment advisors (RIAs), is proud to announce its strategic partnership with Alpha Vee, a leading provider of transparent and high-performing investment models. This collaboration marks a significant advancement for financial advisors, as it offers access to Alpha Vee’s models directly through Qdeck’s model library, providing advisors with a broader range of options for optimizing client portfolios.
The partnership between Qdeck and Alpha Vee underscores Qdeck’s commitment to empowering financial advisors with best-in-class resources for portfolio management. Through this integration, the Qdeck platform will gain seamless access to Alpha Vee’s models, enhancing financial advisors’ ability to tailor portfolios to meet their clients’ unique needs.
Alpha Vee’s models use quantitative and qualitative analysis to identify opportunities in the markets. The models are designed to identify undervalued securities and are constantly monitored to ensure they remain effective and up to date with the latest market developments. Alpha Vee applies sophisticated risk management strategies to reduce the risks associated with investing. The combination of methodology, tools, performance, and transparency, makes Alpha Vee’s models highly sought after by financial advisors seeking reliable tools for portfolio optimization.
“We are thrilled to partner with Alpha Vee to offer our users access to their models,” said Jagdeesh Prakasam, CEO at Qdeck. “At Qdeck, we are dedicated to providing financial advisors with cutting-edge resources that enable them to deliver superior outcomes for their clients. The integration of Alpha Vee’s models further enhances the value proposition of Qdeck, solidifying our position as the platform of choice for advisors seeking performance, transparency, and investment options for their clients.”
“Alpha Vee is excited to collaborate with Qdeck to make our models more accessible to financial advisors,” said Leigh Eichel, Co-Founder and CEO at Alpha Vee. “We share Qdeck’s commitment to empowering advisors with the tools they need to succeed in portfolio management. Through this partnership, we look forward to supporting advisors in delivering exceptional value to their clients.”
The Qdeck platform has a diverse selection of investment models, including proprietary models developed over years of research and refined through state-of-the-art AI technology. By integrating Alpha Vee’s models into the platform, financial advisors gain access to an array of investment strategies. This expanded choice enables advisors to serve their clients more efficiently by aligning the optimal strategy with each client’s unique risk tolerance and investment profile.
In addition to providing new model options, Qdeck offers a full turnkey asset management platform (TAMP) and powerful AI tools to help streamline advisors’ workflow and enhance client engagement. Advisors can use QadvisorGPT, Qdeck’s AI interface, to synthesize information from their data and provide deeper insights during client conversations. With Qdeck’s back-office integration, advisors can view client data, customize models, rebalance portfolios, and execute trades at any US brokerage. The platform also facilitates customizable modeling and utilizes AI technology to provide model recommendations tailored to clients’ risk and investment profiles, including support for thematic investing. Moreover, Qdeck minimizes advisors’ technology stack by providing a single platform to access real-time financial data, manage client portfolios, and extract actionable insights from various information sources, saving advisors time and resources.
About Alpha Vee
Alpha Vee Solutions provides research, investment models, commentary, data, analytics and is a provider of portfolio management software. Today, with leading investment models and direct indexes, the firm has become an economical, trustworthy FinTech partner to managers around the world.
Those teams seeking institutional-grade investment solutions have been depending on us since 2010. Today, some of the most talented financial researchers, software design and system architects in the world form the core of our team. Alpha Vee Solutions delivers on a range of client mandates around the world for leading asset managers, ETF sponsors, TAMP’s, hedge funds, RIAs, and other investment research teams.
About Qdeck.ai
Qdeck.ai, an innovative fintech company, harnesses the power of generative AI and investment management technology to empower registered investment advisors (RIAs) to enhance their clients’ digital experiences while seamlessly managing their portfolios, saving time and cost, and growing their practices. We provide real-time access to financial data, advanced financial simulation and reporting tools, an AI-driven chat interface providing actionable insights, customizable compliance-friendly content, comprehensive client account management, and a fully tailored client portal. With the Qdeck model library at their fingertips, RIAs can effortlessly incorporate advanced portfolio overlays or develop their own custom robo-advisor, all for a flat subscription fee. Discover more at www.qdeck.ai.
For media inquiries or further information, please contact:
Deborah Overdeput
Qdeck.ai
(781) 710-3645
Deborah.overdeput@qdeck.com
