Audience
Companies searching for a solution to manage their modeling, analytics, and reporting processes
About Q4 Wealth Management System
The Q4 Wealth Management System (Q4) provides modeling, analytics, and reporting designed specifically for your business. You can report on the business at any level of your organization, from top-of-bank and division officer reports all the way down to the account level. All reports and analytics are backed up by robust data stored at the lowest level of detail, including the specific assets held for each account. This ensures maximum precision for fee modeling, and absolute balances to your bank systems. Measuring profitability allows you to identify profitable and unprofitable relationships, giving you the insight you need to negotiate aggressively and reduce discounts on unprofitable relationships, and make sure to protect your profitable business. With data that can be aggregated to any level of the organization, you can evaluate your revenue vs. expense levels for each product, region, relationship officer, or client.
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Pricing
Starting Price:
$5000 per month
Integrations
No integrations listed.
Company Information
Quantifacts
www.quantifacts.com/technology-solutions/
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Product Details
Platforms Supported
Cloud
Training
Documentation
In Person
Support
Phone Support
Online
Q4 Wealth Management System Frequently Asked Questions
Q4 Wealth Management System Product Features
Banking
Compliance Tracking
Corporate Banking
Private Banking
ATM Management
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
