Qdeck for RIAs

Qdeck brings RIAs a depth of experience that you can apply to your client base without concern for competition. To explore the options available through Qdeck, schedule a demo now.

Qdeck for RIAs

Qdeck brings RIAs a depth of experience that you can apply to your client base without concern for competition. To explore the options available through Qdeck, schedule a demo now.

OVERLINE

Qdeck for RIAs

QDeck brings RIAs a depth of experience that you can apply to your client base without concern for competition. To explore the options available through Qdeck, schedule a demo now.

01

Custom Robo-Advisors

Build custom robo-advisors to manage individual portfolios. By automating simple processes, Qdeck empowers RIAs with more time and better tools, so that you can focus on developing sophisticated solutions for your clients.
02

Model Library Access

The model library includes thematic and sector models across a wide range of assets to meet clients’ needs. RIAs can also use their Model Library access to reap the benefits of direct indexing – all for a flat fee per client. 

02

Model Library Access

The model library includes thematic and sector models across a wide range of assets to meet clients’ needs. RIAs can also use their Model Library access to reap the benefits of direct indexing – all for a flat fee per client. 

03

Research Team Access

Investigate novel ideas by partnering with Qdeck’s research team. Connect with a group of experienced data scientists and researchers who will help you leverage data to meet your clients’ goals.

04

Easy Assessment and Reporting

Qdeck offers a suite of analytics that enable users to make data-informed decisions. The analysis and visualization tools, paired with the automatic reporting feature, make it easy to keep clients informed and stay up-to-date on your portfolio performances.

04

Easy Assessment and Reporting

Qdeck offers a suite of analytics that enable users to make data-informed decisions. The analysis and visualization tools, paired with the automatic reporting feature, make it easy to keep clients informed and stay up-to-date on your portfolio performances.

Experience what the next-generation wealth-management platform has to offer. Contact us to schedule a demo today.

Scroll to Top