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About Qdeck

Qdeck is a financial analytics platform from Qdeck that provides actionable insights for financial professionals. It combines features such as The Englebert Angle, support for RIAs & Wealth Managers, and tools for Enterprises & Institutions to help users make informed decisions. By using AI technology, Qdeck simplifies complex data analysis, making it accessible for various financial service providers. Additionally, it supports tech providers looking to integrate advanced analytics into their offerings. Key capabilities: financial analytics data visualization AI-driven insights industry-specific tools integration support Best for: financial professionals that need actionable insights to drive investment strategies.

Qdeck Details

Vendor
Qdeck
Year Launched
2022
Location
14110 NE 21st St, Bellevue, WA 98007 USA
Deployment
cloud
Training Options
demo
Countries Served
All Countries.
Languages
English, Spanish, French, German, Italian, Dutch, Portuguese, Russian, Chinese, Japanese, Korean, Thai.
Users
Registered Investment Advisors, Wealth managers, Independent financial advisors, Portfolio managers, Investment analysts, Enterprise financial teams, Family office managers, Pension and endowment managers, FinTech developers using the API
Industries Served
Wealth management, Asset management, Financial advisory, Family offices, Institutional investing, FinTech, Pension funds, Endowments and foundations
Tags
Financial Reporting, Qdeck

Qdeck's In-App Market Place

Does Qdeck have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

No

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

AUD ($), USD ($), EUR (€), GBP (£), JPY (¥), CNY (¥), CAD ($), RUB (₽), INR (₹), BRL (R$)

Pros & Cons

  • Instantly analyzes market data, portfolios, and news to give quick, citable insights.
  • Advisors can ask questions in natural language without complex prompts.
  • Supports trade execution, personalized proposals, and client content creation in one platform.
  • Streamlines the full process from inquiry to execution, reducing the need for multiple tools.
  • Customizable reports and proposals help advisors deliver tailored client content.
  • Scales easily across independent advisors, RIAs, and large enterprise teams.
  • Customization beyond built-in templates may require vendor assistance.
  • Real-time data depends on external feeds, which may cause delays during outages.
  • Execution features are limited to Qdeck’s own secure platform.

Qdeck's Support Options

Email Address

hello@qdeck.com

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