Build compelling wealth management propositions to grow your business more efficiently and reach underserved customers through a variety of solutions. Read on to see how QEngine powers our products and solutions.
Smart solutions for portfolio managers
Portfolio Management
Unlock hosting, calculating, and customising model portfolios capabilities that can be done quickly and easily.
Efficient Investing
Access to easy monitoring and reporting functions enables efficient decision-making for customer portfolios.
Intelligent Processing
Utilise intelligent automation and bulk processing when trading and rebalancing orders and porfolios.
Mass rebalancing at a touch
Manage your customer portfolios quickly and easily, while adhering to individual jurisdiction and current regulatory compliance. The application enables portfolio managers to carry out discretionary rebalances and other types of actions in bulk or for a single portfolio.