Quadron DataPro and the Q-Suite: Unififed enterprise-wide data management technologies designed to maximize the hybrid buisness model.

Streamlined account opening and management

AccountQ™ is a centralized tool that allows financial service firms and advisors to streamline new account opening and management functions regardless of where the account will be custodied:

  • Reduce manual, error-prone and paper-intensive processes
  • Enhance and automate principal approval processes
  • Integrated with enterprise-wide solutions to perform firm-wide functions in an integrated, efficient fashion

Features

  • Centralized and streamlined online account opening and management
  • Intuitive form emulation and application intelligence
  • Edit checks and required field checks
  • Seamless principal approval workflows
  • Systematic audit trails
  • Automatic prefill of applications for client signature
  • Configuration options
  • Save and retrieve partially completed accounts
  • Status dashboard
  • Centralized client repository
  • Integration with other front-, middle-, and back-office solutions
  • Secure Web access via an ASP model

Benefits

  • Substantially reduce or redirect unnecessary, redundant resources while cutting end-to-end processing time
  • Increase your advisors' efficiency and accuracy
  • Greatly reduce your firm's NIGO ("not in good order") rate through systematic data validations
  • Improve timeliness, visibility, and communication throughout the approval process
  • Maintain control around your review processes while ensuring compliance with regulatory requirements
  • Grant your advisors with efficiencies while improving accuracy
  • Tailor the solution to your firm's requirements, without incurring timely and costly customizations
  • Conformity of application around your advisors' busy practices
  • Ability to monitor all accounts at anytime throughout the entire account opening process
  • Automated and consolidations of new account custodied records affording one-stop review of customer records
  • Realize streamlined processing of your firm's business-from account opening to account management to compliance surveillance
  • Highly secure data centers protect data and provide online software updates

When to consider AccountQ

Your firm uses manual, paper-based processes to open new accounts

Advisors are required to manage multiple systems and processes for opening new accounts, often resulting in inefficient and cumbersome client service

Your firm has substantial operational and personnel costs due to paper-driven, redundant, and error-prone processes

Your systems for maintaining complete client records are costly, disparate and/or incomplete