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Quantifacts 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.
  • Model Proposed New Fee Schedules
  • Model Product Changes (example, UMA, SMA)
  • Implement New Fees throughout Organization
  • Track Fee Implementation, Maximize Effectiveness
  • Forecast All Revenues (for budget, accrual, "what if" changes to markets or asset mixes)
  • Analyze Fee Changes ("why am I not making plan?")
  • Recover Substandard Fee
  • Profitability by account, relationship, manager, business
 
 
Quantifacts Profit Manager
  • Allows developers to easily retrieve data from the Q4 Database
  • Integrate Q4 into data warehouse and centralized reporting tools
  • Build custom web applications
  • Access Fee Calculation Engine (FCE) to build "on the fly" fee calculations into applications
  • Calculate fees for individual accounts or combinations
  • Change fee schedules, discount, minimum, etc.
  • Create or change fee relationship combinations
  • Block/un-block assets
 
 

Quantifacts’ clients hold 46% of the managed Trust accounts in the U.S.

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