The Qdeck Platform

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.

Features & Benefits

01
Access real-time data across thousands of assets and alternative investments

No 15 minute delays, critical data access, all at a fraction of the cost.

02
Launch custom robo-advisors complete with white-label branding

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.

01
Access real-time data across thousands of assets and alternative investments

No 15 minute delays, critical data access, all at a fraction of the cost.

02
Launch custom robo-advisors complete with white-label branding

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.

03
Reduce costs with flat-fee access to the model library and direct indexing

The model library includes thematic and sector models across a wide range of assets including stocks, options, ETFs and crypto. 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.

03
Reduce costs with flat-fee access to the model library and direct indexing

The model library includes thematic and sector models across a wide range of assets including stocks, options, ETFs and crypto. 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.

04
Build and stress test portfolios with sophisticated analytics and optimization

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. 

05
Execute trades and rebalance accounts all from a cloud-based UI

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.

04
Build and stress test portfolios with sophisticated analytics and optimization

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. 

05
Execute trades and rebalance accounts all from a cloud-based UI

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.

06

Establish easy communication with downstream clients and key stake-holders

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.

06

Establish easy communication with downstream clients and key stake-holders

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.

07
Leverage the latest research and collaborate with in-house experts

Reach out to our team of data scientists and financial professionals to gain expert insight into model construction, portfolio optimization and more.

08
Visualize current portfolio performance

Gain access to a collection of advanced visualization tools and perform point-in-time comparison of portfolios, investments and benchmarks. 

07
Leverage the latest research and collaborate with in-house experts

Reach out to our team of data scientists and financial professionals to gain expert insight into model construction, portfolio optimization and more.

08
Visualize current portfolio performance

Gain access to a collection of advanced visualization tools and perform point-in-time comparison of portfolios, investments and benchmarks. 

09
Realtime Aggregated Reporting

Generate up-to-date, aggregated reports on the fly for any of your client accounts or strategies. 

10
Evaluate external portfolios

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.

09
Realtime Aggregated Reporting

Generate up-to-date, aggregated reports on the fly for any of your client accounts or strategies. 

10
Evaluate external portfolios

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.

11
Back Office & Compliance

Qdeck grants you access to our back office and experienced compliance team, so you have the option of trading directly through the platform. 

12
Get started in minutes with no local set-up required
11
Back Office & Compliance

Qdeck grants you access to our back office and experienced compliance team, so you have the option of trading directly through the platform. 

12
Get started in minutes with no local set-up required

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

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