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Client Experiential Technologies

QLife Workshop – Values based experience to know your clients

QBias – Behavioral Finance exercise providing previously unknown insights

QCentral – Hub connecting your CRM, Portfolio Accounting, and Financial Planning

Financial planning process executed in real time where data discovery flows directly to calculation engine

AI driven app tailors marketing and communication strategy

Client Portal and Mobile app with video conferencing, dynamic planning updates, and 1 to 1 or 1 to many communications

QLife Workshop – Values based experience to know your clients

QBias – Behavioral Finance exercise providing previously unknown insights

QCentral – Hub connecting your CRM, Portfolio Accounting, and Financial Planning

Financial planning process executed in real time where data discovery flows directly to calculation engine

AI driven app tailors marketing and communication strategy

Client Portal and Mobile app with video conferencing, dynamic planning updates, and 1 to 1 or 1 to many communications

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