Q4 Wealth Management System Description
The Q4 Wealth Management System (Q4) allows you to model, analyze, and report on your business. Reporting on your business can be done at any level of the organization, including top-of-bank reports and division officer reports down to the account level. All reports and analytics are supported by robust data at the lowest level of detail. This includes the assets for each account. This allows for maximum accuracy in fee modeling and absolute balances to bank systems. You can identify profitable and non-profitable relationships by measuring profitability. This will give you the insight to negotiate aggressively, reduce discounts on unprofitable relationships, as well as protect your business's profits. You can easily compare revenue and expenses for each product, region or relationship officer.
Q4 Wealth Management System Alternatives
SpeciVim
Private banks can use SpeciVIM to complete their KYC process. It is designed to meet all your business needs and give you all the functionalities to have 360deg views of your client. All client data and interactions are centralized in one software. You can track, manage, track, and follow your client throughout his entire lifecycle, from the traditional on-boarding to the automatic exchange. Specific is made up of 10 modules. This allows you to create a custom-made solution. This software is available for use by all departments of your bank (central file and compliance, client service, etc.). This digital onboarding software was created to automate the process and allow wealth managers to focus on value-adding activities. It has a wide range of flexible functions, including a Decision Tree that allows you to tailor your client's experience based on their profile and needs.
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Avaloq Core
Choose from over 70+ modules to build your entire front-to back office. Each module is tailored to meet the needs of each client segment. All your key operations, from accounts and payments to legal, risk, and compliance, are handled quickly, reliably, securely, and in a compliant way. Our unified data model ensures consistency across your organization and allows you to scale your operations quickly. Core banking can be implemented in as little as six month with a standard configuration. Your clients can trade cryptocurrencies or your investment office has all the tools necessary to add digital assets into traditional client portfolios. A core platform that reduces risk and saves time can transform your banking capabilities. Your clients and advisors can now trade crypto currencies.
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Addepar
Addepar is a wealth management platform specializing in data aggregation and analytics as well as performance reporting. Addepar lets you spend your time on what is most important: building client relationships. Addepar consolidates all financial accounts to give you a comprehensive view of the client portfolios. Our industry-leading analytics and reporting software allows you to tailor insights and conversations to each client and build trusting relationships. Our digital tools allow clients to have encrypted access to their financial information from anywhere and anytime. Our custom reporting functionality can bridge back-office solutions. Our industry experts will help you understand your company's needs and get you up and running. To get started, you can access our online training portal and on-demand help center. Addepar uses best-practice safeguards, including role-based access controls and data encryption at rest as well as in transit.
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SMART Business Suite
Leading financial institutions and private banks use SMART for wealth Management to drive their businesses, support their strategies and support their digital transformation. Data is everywhere, and the greatest challenge is the quality. Banking, especially Wealth Management, can be complex and requires you to be proactive, efficient, and pragmatic. It is important to have high quality data. However, not all data is perfect. Data is the result and reflection of our business processes. It highlights our strengths as well as our weaknesses. Data is not perfect and will never be. However, it is important to pay attention to data that has a significant impact on the organization. It is not possible to create a data culture overnight. It takes time and strong leadership from the management teams. Profitability management is built on the analysis and interpretation of accounting transactions.
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Pricing
Pricing Starts At:
$5000 per month
Integrations
No Integrations at this time
Company Details
Company:
Quantifacts
Website:
www.quantifacts.com/technology-solutions/
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Product Details
Platforms
SaaS
Type of Training
Documentation
In Person
Customer Support
Phone Support
Online
Q4 Wealth Management System Features and Options
Banking Software
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
Q4 Wealth Management System User Reviews
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