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QEngine

Advisor

Engine Advisor allows advisors to efficiently service the portfolio management needs of their customers. The application enables advisors to provide personalized portfolio advice and trading. It allows them to lead customers through different investment journeys and can integrate with QEngine Customer for hybrid propositions.

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QEngine Advisor drives efficiency with:

Portfolio analytics and research
Advisor-led customer journeys
STP of portfolio transactions
Portfolio rebalancing
Consolidated account reporting
Account analytics and monitoring