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Founded
in 1980, Quantifacts has focused on providing the best business
reporting tools for the Wealth Management Industry. Today,
our Q4 Wealth Management System
(Q4) provides business reporting with emphasis on the following
features:
Background Calculating and Modeling Fees:
We began building models to project new
fees. Over the years, we learned how to calculate every fee
in the industry– not just the fees on your billing system,
but your competitors’ fees, alternate new fees, fees
assuming changes to various market indices, etc. Today, Q4
lets you calculate every revenue you receive including fund
level fees and manual fees.
Business Reporting Requires Fee Calculation
In recent years, we have been replacing
the business reports for the industry. The flaw is the reliance
on historic fees, values, and account groupings to report
on the status of your business. Since these elements change,
you must be able to forecast revenues today to report on how
you are doing. To report on how you did historically, you
need to re-forecast revenues to explain how each element of
change affected revenue.
Adding cost accounting, providing profit/loss reports
In recent years, we have added reporting
which applies the costs of your business to every account.
We deliver profit/loss reports by account, officer, group,
etc. Many managers want every officer to be a Profit Manager
(make this a link).
A Database of All Revenue and Cost
This may be the most valuable feature we
offer. Q4 provides the whole view of your business on one
platform. We gather data from all your disparate systems.
Our database holds data at the account and position level.
Our reports balance to your general ledger – all the
detail sums to a balanced bottom line! Our clients use Q4
for many ad hoc reports such as call reports, studies, and
saved reports from management requests.
Quantifacts is located in the heart of the Renaissance
City of Providence, Rhode Island, near the ocean and scenic
destination resorts such as Newport. We have 13 full time
staff members combining talents in software design, programming,
and consulting support of our products and services.
Over our 26 year history, we have stayed true
to our mission to provide the best state of the art business
reporting for the Wealth Management Industry. |
