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

Powerful tool for aggregated client reporting and managing book of business

AdvisorQ™ helps broker/dealers and individual financial professionals boost productivity with powerful client management and productivity tools:

  • Aggregated client account reporting across a wide variety of products including traditional brokerage, mutual fund direct, insurance, third-party/RIA accounts and alternative investments
  • Automated data collection, scrubbing and normalization facilitating accurate and useful tools for managing book of business
  • Comprehensive platform allows broker/dealers to recruit and retain investment professionals with a system that can be easily integrated with back-office systems

Features

  • Aggregation of all assets
  • Aggregated reporting
  • Quality data managed by data professionals
  • Real-time data updates at selected custodians
  • Built-in mining tools
  • Integrated with middle- and back-office systems on consistent data and systems
  • Secure Web access via an ASP model

Benefits

  • View and manage customer accounts on one platform
  • Holistic views into valuable reporting across book and customer base
  • Eliminates the problems and hassles of inconsistent and unreliable data in advisor and client reporting
  • Ensures consistent records at fund companies, more accurate customer statements and more timely payment of commissions
  • Easily mine book of business for most relevant and useful client and account information
  • Easily interact with your firm for managing and supporting your business
  • Highly secure data centers protect data and provide online software updates

When to consider AdvisorQ

You need comprehensive and accurate account information for your advisors and clients

You service assets that are held with multiple custodians across multiple platforms

You want to increase advisor adoption and utilization of tools necessary to service their clients' entire holdings

You want quality, high integrity data that can be used for reporting in the front, middle and back offices

You want to provide advisors with tools that work well with middle- and back-office tools

You want to effectively meet the increasing client demands for timely, complete and accurate reporting