Platform

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Advisor & Sales Tools

Quantifeed’s advisor and sales tools streamline account management. They leave more time for advisors to focus on building new relationships and servicing existing ones better. Manage client portfolios efficiently using account query and alert functions. Dashboards provide management with real-time team performance evaluation.

  • Enable advisors to manage more customers
  • Provide advisors with timely account notifications to increase customer engagement
  • Evaluate profitability, performance or regulatory adherence at team or account level

Investment consultant dashboard

  • Monitor product performance and activity
  • Automate distribution of news and portfolio information
  • Rebalance an account or multiple accounts with a single click
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Management dashboard

  • Monitor teams across a range of performance metrics
  • Obtain a real-time view of activity across accounts and sales teams
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Relationship manager dashboard

  • Review client account holdings and transaction history
  • Customise alerts and notifications to drive engagement
  • Access flexible reporting

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