QEngine

Customer

QEngine Customer provides a broad range of functions organized in simple journeys to engage your customers and meet their portfolio investment needs on mobile or desktop. It offers multiple investment journeys allowing customers to invest in portfolios based on their risk appetite, life goals or interests in topical themes.

QEngine Customer provides your customers with:

Portfolio research and advice

Portfolio order and trade management

Account review and reporting

Top-up and withdraw

Regular savings plan

Portfolio rebalancing

Portfolio monitoring and recommendation

QEngine

Customer

QEngine

Advisor

QEngine

Portfolio Manager

QEngine

Administrator