Qdeck is a cloud-based fintech platform that brings state-of-the-art quantitative financial technology to wealth managers and institutional financial professionals. Qdeck combines diverse market data feeds, alternative investment databases, advanced analysis tools, and powerful automation to deliver excellent analytical performance while saving time and money.
No 15 minute delays, critical data access, all at a fraction of the cost.
Manage multiple client accounts at your chosen level of granularity, allowing you to more efficiently target your clients’ financial goals. Provide the convenience of automated investing that is expected by the next generation of investors.
No 15 minute delays, critical data access, all at a fraction of the cost.
Manage multiple client accounts at your chosen level of granularity, allowing you to more efficiently target your clients’ financial goals. Provide the convenience of automated investing that is expected by the next generation of investors.
The model library includes thematic and sector models across a wide range of assets including stocks, options, and ETFs. Don’t see a model that meets your needs? You can modify any Qdeck native models to filter the investible universe and tune the investment style.
The model library includes thematic and sector models across a wide range of assets including stocks, options, and ETFs. Don’t see a model that meets your needs? You can modify any Qdeck native models to filter the investible universe and tune the investment style.
Select an allocation scheme from a variety of options, including fixed weights, expected tail loss optimization and machine-learning methods. Evaluate a portfolio’s performance on a benchmark’s worst days, investigate the correlation between a portfolio and prototyped strategies, and more.
Choose a brokerage from any of our partners or have Qdeck connect directly to your preferred custodial solution. Automatically execute trades through Qdeck or continue to use your current rebalancing tools.
Select an allocation scheme from a variety of options, including fixed weights, expected tail loss optimization and machine-learning methods. Evaluate a portfolio’s performance on a benchmark’s worst days, investigate the correlation between a portfolio and prototyped strategies, and more.
Choose a brokerage from any of our partners or have Qdeck connect directly to your preferred custodial solution. Automatically execute trades through Qdeck or continue to use your current rebalancing tools.
Utilize Qdeck’s secure on-platform messaging services to communicate with co-workers, clients and the Qdeck team. Easily onboard clients and share up-to-date reports, portfolio performance, tear-sheets and risk assessments.
Utilize Qdeck’s secure on-platform messaging services to communicate with co-workers, clients and the Qdeck team. Easily onboard clients and share up-to-date reports, portfolio performance, tear-sheets and risk assessments.
Reach out to our team of data scientists and financial professionals to gain expert insight into model construction, portfolio optimization and more.
Gain access to a collection of advanced visualization tools and perform point-in-time comparison of portfolios, investments and benchmarks.
Reach out to our team of data scientists and financial professionals to gain expert insight into model construction, portfolio optimization and more.
Gain access to a collection of advanced visualization tools and perform point-in-time comparison of portfolios, investments and benchmarks.
Generate up-to-date, aggregated reports on the fly for any of your client accounts or strategies.
Already have a portfolio that you want to evaluate? Upload its performance onto Qdeck and gain access to the same analysis and visualization tools available to systems built directly on the platform.
Generate up-to-date, aggregated reports on the fly for any of your client accounts or strategies.
Already have a portfolio that you want to evaluate? Upload its performance onto Qdeck and gain access to the same analysis and visualization tools available to systems built directly on the platform.
Qdeck grants you access to our back office and experienced compliance team, so you have the option of trading directly through the platform.
Qdeck grants you access to our back office and experienced compliance team, so you have the option of trading directly through the platform.
To see the full range of features and benefits of the Qdeck platform, register for a demo today.