QLife Workshop – Values based experience to know your clients
Client Experiential Technologies
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