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

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Business & Practice Management

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Technology Tools & Support

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

Previous Section
Business & Practice Management

Next Section
Technology Tools & Support

Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth.

The information contained in this website comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.